BERBX Mutual Fund Analysis & Holdings | MarketXLS

BERBX Mutual Fund

NAV$18.88

AUM$16,376.67

TER1.95%

Holdings51

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BERBX Mutual Fund

NAV$18.88

Carillon Chartwell Mid Cap Value Fund Class C

AUM$16,376.67

TER1.95%

Holdings51

See inside every fund you own

$149/yr 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 BERBX 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 BERBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BERBX Mutual Fund Overlap Analysis

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

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

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