Carillon Chartwell Real Fund Quote
| BERGX Fund | 13.64 0.01 0.07% |
PerformanceSolid
| Odds Of DistressLow
|
Carillon Chartwell is trading at 13.64 as of the 19th of July 2025; that is 0.07% up since the beginning of the trading day. The fund's open price was 13.63. Carillon Chartwell has less than a 14 % 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 20th of April 2025 and ending today, the 19th of July 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
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Carillon Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Funds, Inflation-Protected Bond Funds, Inflation-Protected Bond, Carillon Family of Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
Carillon Chartwell Real [BERGX] is traded in USA and was established 19th of July 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 with the current yeild of 0.04%.
Check Carillon Chartwell Probability Of Bankruptcy
Carillon Chartwell Real Risk Profiles
| Mean Deviation | 0.1543 | |||
| Standard Deviation | 0.2039 | |||
| Variance | 0.0416 | |||
| Downside Variance | 0.0476 |
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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