BERGX Mutual Fund
BERGX Mutual Fund
NAV$14.26
AUM$798,125.66
TER0.85%
Holdings70
See how much of BERGX you already own
BERGX Mutual Fund
NAV$14.26
Carillon Chartwell Real Income Fund Class A
AUM$798,125.66
TER0.85%
Holdings70
See how much of BERGX you already own
BERGX Mutual Fund Sector Allocation
BERGX sector allocation breaks down across Financials (71.5%), Energy (5.0%), Health Care (2.7%), Materials (1.6%), Information Technology (0.5%). Across 70 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
BERGX sector exposure is important for understanding concentration risk. With Financials at 71.5%, the fund has significant sector concentration.
BERGX by country shows geographic exposure. BERGX overlap reveals how sector exposure compares with other funds.