BERDX Mutual Fund

NAV$17.39

AUM$12,729.97

TER0.80%

Holdings52

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BERDX Mutual Fund

NAV$17.39

Carillon Chartwell Mid Cap Value Fund Class R6

AUM$12,729.97

TER0.80%

Holdings52

See how much of BERDX 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

Top Countries

#	Country	Region	Allocation
1	US	Global	81.15%
2	United Kingdom	Europe	6.19%
3	Ireland	Europe	3.83%
4	Canada	North America	3.82%
5	Netherlands	Europe	2.06%

BERDX Mutual Fund Geographic Allocation

BERDX geographic allocation spans US (81.2%), United Kingdom (6.2%), Ireland (3.8%), Canada (3.8%), Netherlands (2.1%). The fund covers 3 regions.

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