BERGX Mutual Fund

BERGX Mutual Fund

NAV$14.36
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See the full sector breakdown of BERGX
Sector concentration, industry allocation and the exact weight of every sector.
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Sector Concentration AnalysisPRO

Top 3 Sectors
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of total portfolio
Concentration Level
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concentration risk
Largest Sector
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Sector AllocationPRO

Sector BreakdownPRO

SectorHoldingsWeight
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Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

BERGX Mutual Fund Sector Allocation

BERGX sector allocation breaks down across Financials (67.1%), Energy (6.6%), Health Care (2.8%), Materials (2.6%), Real Estate (0.8%). Across 65 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

BERGX sector exposure is important for understanding concentration risk. With Financials at 67.1%, the fund has significant sector concentration.

BERGX geographic allocation shows country exposure. BERGX overlap calculator reveals how sector exposure compares with other funds.