Carillon Chartwell Real Fund Quote

BERSX Fund   13.37  0.02  0.15%   

Performance

7 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 20

 
High
 
Low
Low
Carillon Chartwell is trading at 13.37 as of the 28th of November 2024; that is 0.15% down since the beginning of the trading day. The fund's open price was 13.39. Carillon Chartwell has about a 20 % 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. Equity ratings for Carillon Chartwell Real are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of October 2024 and ending today, the 28th of November 2024. 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

  0.66CWFIX Chartwell Short DurationPairCorr
  0.78CWFCX Carillon Chartwell ShortPairCorr
  0.66CWFAX Chartwell Short DurationPairCorr
  0.69CWFRX Carillon Chartwell ShortPairCorr

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 Date30th of September 2024
Carillon Chartwell Real [BERSX] is traded in USA and was established 28th of November 2024. 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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