BERAX Mutual Fund Analysis & Holdings | MarketXLS

BERAX Mutual Fund

NAV$18.95

AUM$16,034.53

TER1.20%

Holdings51

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BERAX Mutual Fund

NAV$18.95

Carillon Chartwell Mid Cap Value Fund Class A

AUM$16,034.53

TER1.20%

Holdings51

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare BERAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BERAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BERAX Mutual Fund Overlap Analysis

BERAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BERAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 51 holdings, BERAX may share significant positions with broad-market funds.

BERAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BERAX tax-loss harvesting finds highly correlated but non-identical funds.