BERSX Mutual Fund
NAV$14.37
AUM$386,205.42
TER0.45%
Holdings65
BERSX Mutual Fund
NAV$14.37
Carillon Chartwell Real Income Fund Class R6
AUM$386,205.42
TER0.45%
Holdings65
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BERSX Mutual Fund Performance
BERSX performance across multiple time periods: 1-month 0.21%, YTD -0.07%, 1-year 9.69%.
BERSX returns trail the peer average of 5.87% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.
BERSX performance comparison shows side-by-side returns with another fund. BERSX alternatives are available in the Mutual Fund Screener.