Carillon Chartwell Mid Fund Quote

BERAX Fund   17.34  0.04  0.23%   

Performance

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Odds Of Distress

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Low
Carillon Chartwell is trading at 17.34 as of the 1st of July 2025; that is 0.23% up since the beginning of the trading day. The fund's open price was 17.3. Carillon Chartwell has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of May 2025 and ending today, the 1st of July 2025. Click here to learn more.
The fund will invest at least 80 percent of its net assets in common stocks of mid-capitalization U.S. companies. It generally invests in companies that its sub-adviser believes to be undervalued. The subadvisers investment approach relies heavily on valuation history to identify opportunities and prioritizes companies with durable businesses, strong balance sheets, and improving fundamental prospects.. More on Carillon Chartwell Mid

Moving together with Carillon Mutual Fund

  0.87CWFIX Chartwell Short DurationPairCorr
  0.9CWFAX Chartwell Short DurationPairCorr
  0.89CWFRX Carillon Chartwell ShortPairCorr
  0.99HIGCX Eagle Growth IncomePairCorr
  0.92HIGJX Eagle Growth IncomePairCorr
  0.92HIGUX Eagle Growth IncomePairCorr

Carillon Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Carillon Family of Funds (View all Sectors)
Update Date30th of June 2025
Carillon Chartwell Mid [BERAX] is traded in USA and was established 1st of July 2025. Carillon Chartwell is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Carillon Family of Funds family. Carillon Chartwell Mid currently has accumulated 26.88 M in assets under management (AUM) with no minimum investment requirements with the current yeild of 0.01%.
Check Carillon Chartwell Probability Of Bankruptcy

Carillon Chartwell Mid Risk Profiles

Carillon Chartwell Against Markets

Other Information on Investing in Carillon Mutual Fund

Carillon Chartwell financial ratios help investors to determine whether Carillon Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Carillon with respect to the benefits of owning Carillon Chartwell security.
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