BERDX Mutual Fund

NAV$18.99

AUM$14,064.74

TER0.80%

Holdings51

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BERDX Mutual Fund

NAV$18.99

Carillon Chartwell Mid Cap Value Fund Class R6

AUM$14,064.74

TER0.80%

Holdings51

See how much of BERDX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Top Countries

#	Country	Region	Allocation
1	US	Global	78.88%
2	United Kingdom	Europe	5.57%
3	Canada	North America	5.43%
4	Ireland	Europe	4.09%
5	Brazil	Latin America	2.40%
6	Netherlands	Europe	2.25%
7	Malaysia	Asia-Pacific	1.37%

BERDX Mutual Fund Geographic Allocation

BERDX geographic allocation spans US (78.9%), United Kingdom (5.6%), Canada (5.4%), Ireland (4.1%), Brazil (2.4%). The fund covers 5 regions.

BERDX country exposure helps investors assess international diversification and geopolitical risk. BERDX sectors alongside geography give a fuller picture of portfolio allocation.