BERGX Mutual Fund

NAV$14.45

AUM$677,384.18

TER0.85%

Holdings65

See how much of BERGX you already own

Just $25 once·$69/mo·Download sample

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BERGX Mutual Fund

NAV$14.45

Carillon Chartwell Real Income Fund Class A

AUM$677,384.18

TER0.85%

Holdings65

See how much of BERGX 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

Holdings Overlap Analysis

Compare BERGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BERGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BERGX Mutual Fund Overlap Analysis

BERGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BERGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, BERGX may share significant positions with broad-market funds.

BERGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BERGX tax-loss harvesting finds highly correlated but non-identical funds.