BERDX Mutual Fund
BERDX Mutual Fund
NAV$18.99
AUM$14,064.74
TER0.80%
Holdings51
See how much of BERDX you already own
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
BERDX Mutual Fund Similar Funds
BERDX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include TCMSX, JAIYX, WHGSX, PGEMX, BRSUX.
BERDX alternatives help with portfolio diversification and cost optimization. BERDX overlap shows shared holdings with similar funds. BERDX tax-loss harvesting finds correlated substitutes.