BERGX Mutual Fund
BERGX Mutual Fund
NAV$14.51
AUM$685,891.61
TER0.85%
Holdings65
See how much of BERGX you already own
BERGX Mutual Fund
NAV$14.51
Carillon Chartwell Real Income Fund Class A
AUM$685,891.61
TER0.85%
Holdings65
See how much of BERGX you already own
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 by country shows geographic exposure. BERGX overlap reveals how sector exposure compares with other funds.