Carillon Chartwell Mid Fund Quote
| BERDX Fund | 17.01 0.04 0.24% |
PerformanceVery Weak
| Odds Of DistressLow
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Carillon Chartwell is trading at 17.01 as of the 26th of February 2025; that is 0.24% up since the beginning of the trading day. The fund's open price was 16.97. Carillon Chartwell has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 27th of January 2025 and ending today, the 26th of February 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
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Carillon Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Carillon Family of Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Carillon Chartwell Mid [BERDX] is traded in USA and was established 26th of February 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
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Carillon Chartwell Mid Risk Profiles
| Mean Deviation | 0.7488 | |||
| Standard Deviation | 1.61 | |||
| Variance | 2.61 | |||
| Risk Adjusted Performance | (0.08) |
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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