BERGX Mutual Fund
BERGX Mutual Fund
NAV$14.56
AUM$677,384.18
TER0.85%
Holdings65
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BERGX Mutual Fund
NAV$14.56
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 Similar Funds
BERGX similar mutual funds include funds with comparable holdings, sector exposure, and investment objectives. Related funds include FBALX, CSPGX, LLARX, JDBRX, HRRLX.
BERGX alternatives help with portfolio diversification and cost optimization. BERGX overlap shows shared holdings with similar funds. BERGX tax-loss harvesting finds correlated substitutes.