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Carillon Chartwell Mid Cap Value Fund BERCX

Quantitative rating as of | See Carillon Investment Hub
  • NAV / 1-Day Return 18.04  /  1.52 %
  • Total Assets 43.5 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.07%
  • Turnover 15%

Morningstar’s Analysis BERCX

Will BERCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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A decline in its Process Pillar rating is the primary driver of Carillon Chartwell Mid Cap Value Fund's downgrade to a Morningstar Quantitative Rating of Neutral from Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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