BERGX Mutual Fund
BERGX Mutual Fund
NAV$14.52
AUM$677,384.18
TER0.85%
Holdings65
See how much of BERGX you already own
BERGX Mutual Fund
NAV$14.52
Carillon Chartwell Real Income Fund Class A
AUM$677,384.18
TER0.85%
Holdings65
See how much of BERGX you already own
BERGX Mutual Fund Geographic Allocation
BERGX geographic allocation spans United States (66.9%), US (21.4%), Canada (4.2%), Bermuda (1.2%), United Kingdom (0.9%). 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.