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Carillon Chartwell Real Income Class I (BERIX)

US Funds

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13.36 0.01 0%

22/11 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 257.57M

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BERIX Overview

Find basic information about the Carillon Chartwell Real Income Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BERIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change8.27%

Prev. Close13.35

Risk Rating

TTM Yield3.94%

ROE14.03%

IssuerN/A

Turnover76%

ROA3.52%

Inception Date32023

Total Assets257.57M

Expenses0.64%

Min. Investment1,000

Market Cap18.66B

CategoryInflation - Protected Bond

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Carillon Chartwell Real Income Class I Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 5

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1085	1052	1153	1070	1201	1417
Fund Return	8.47%	5.16%	15.29%	2.29%	3.74%	3.55%
Place in category	-	13	-	-	-	-
% in Category	-	13	-	-	-	-

Top Equity Funds by Carillon Family of Funds

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Chartwell Small Cap Value I		88.36M	7.47	3.77	6.13

Top Funds for Inflation-Protected Bond Category

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	SEI Multi-Asset Real Return A (SIIT		747.52M	5.24	4.13	2.15

Top Holdings

Name	ISIN	Weight %	Last	Change %
United States Treasury Bonds 2.38%	-	4.21	-	-
United States Treasury Bonds 2%	-	4.21	-	-
United States Treasury Notes 0.13%	-	3.99	-	-
United States Treasury Notes 0.63%	-	3.95	-	-
United States Treasury Bonds 1.75%	-	3.45	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	BUY	Strong Buy
Summary	Strong Buy	Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Berwyn Income	13.36	0.01	0%