BERCX Mutual Fund

NAV$18.61

AUM$18M

TER0.90%

Holdings51

See how much of BERCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

BERCX Mutual Fund

NAV$18.61

Carillon Chartwell Mid Cap Value Fund Class I

AUM$18M

TER0.90%

Holdings51

See how much of BERCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

BERCX Mutual Fund Overlap Analysis

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

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

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