BERGX Mutual Fund
BERGX Mutual Fund
NAV$14.19
AUM$850,307.5
TER0.85%
Holdings62
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BERGX Mutual Fund
NAV$14.19
Carillon Chartwell Real Income Fund Class A
AUM$850,307.5
TER0.85%
Holdings62
See how much of BERGX you already own
BERGX Mutual Fund Sector Allocation
BERGX sector allocation breaks down across Financials (68.1%), Energy (4.5%), Health Care (2.9%), Materials (1.9%), Consumer Staples (0.7%). Across 62 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
BERGX sector exposure is important for understanding concentration risk. With Financials at 68.1%, the fund has significant sector concentration.
BERGX by country shows geographic exposure. BERGX overlap reveals how sector exposure compares with other funds.