BERSX Mutual Fund
BERSX Mutual Fund
NAV$14.20
AUM$381,335.19
TER0.45%
Holdings70
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BERSX Mutual Fund
NAV$14.20
Carillon Chartwell Real Income Fund Class R6
AUM$381,335.19
TER0.45%
Holdings70
See how much of BERSX you already own
BERSX Mutual Fund Sector Allocation
BERSX sector allocation breaks down across Financials (71.5%), Energy (5.0%), Health Care (2.7%), Materials (1.6%), Information Technology (0.5%). Across 70 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
BERSX sector exposure is important for understanding concentration risk. With Financials at 71.5%, the fund has significant sector concentration.
BERSX by country shows geographic exposure. BERSX overlap reveals how sector exposure compares with other funds.