BERHX Mutual Fund
BERHX Mutual Fund
NAV$14.25
AUM$12,122.59
TER1.46%
Holdings70
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BERHX Mutual Fund
NAV$14.25
Carillon Chartwell Real Income Fund Class C
AUM$12,122.59
TER1.46%
Holdings70
See how much of BERHX you already own
BERHX Mutual Fund Sector Allocation
BERHX 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.
BERHX sector exposure is important for understanding concentration risk. With Financials at 71.5%, the fund has significant sector concentration.
BERHX by country shows geographic exposure. BERHX overlap reveals how sector exposure compares with other funds.