BERGX Mutual Fund
BERGX Mutual Fund
NAV$14.14
AUM$783,297.93
TER0.85%
Holdings70
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BERGX Mutual Fund
NAV$14.14
Carillon Chartwell Real Income Fund Class A
AUM$783,297.93
TER0.85%
Holdings70
See how much of BERGX you already own
BERGX Mutual Fund Geographic Allocation
BERGX geographic allocation spans United States (72.6%), US (20.2%), Canada (2.8%), Bermuda (1.0%), Japan (1.0%). The fund covers 5 regions.
BERGX country exposure helps investors assess international diversification and geopolitical risk. BERGX sectors alongside geography give a fuller picture of portfolio allocation.