Carillon Chartwell Real Fund Quote

BERGX Fund   13.57  0.02  0.15%   

Performance

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Odds Of Distress

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Low
Carillon Chartwell is trading at 13.57 as of the 23rd of March 2025; that is 0.15% down since the beginning of the trading day. The fund's open price was 13.59. Carillon Chartwell has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund seeks to achieve its investment objectives by investing in income producing securities. It fund intends to invest at least 60 percent of its net assets in TIPS. The fund may invest in TIPS and other inflation-indexed debt securities and fixed income securities of any maturity.. More on Carillon Chartwell Real

Moving together with Carillon Mutual Fund

  0.97CWFIX Chartwell Short DurationPairCorr
  0.97CWFCX Carillon Chartwell ShortPairCorr
  0.97CWFAX Chartwell Short DurationPairCorr
  0.95CWFRX Carillon Chartwell ShortPairCorr

Moving against Carillon Mutual Fund

  0.72UMBHX Scout Small CapPairCorr
  0.65CWSGX Chartwell Small CapPairCorr
  0.65CWSHX Carillon Chartwell SmallPairCorr
  0.65CWSCX Carillon Chartwell SmallPairCorr
  0.65CWSAX Carillon Chartwell SmallPairCorr
  0.65CWSBX Carillon Chartwell SmallPairCorr

Carillon Mutual Fund Highlights

Fund ConcentrationCarillon Family of Funds, Large Funds, Inflation-Protected Bond Funds, Inflation-Protected Bond, Carillon Family of Funds (View all Sectors)
Update Date31st of March 2025
Carillon Chartwell Real [BERGX] is traded in USA and was established 23rd of March 2025. Carillon Chartwell is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Inflation-Protected Bond category and is part of Carillon Family of Funds family. Carillon Chartwell Real currently has accumulated 279.71 M in assets under management (AUM) with no minimum investment requirements
Check Carillon Chartwell Probability Of Bankruptcy

Carillon Chartwell Real 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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