BERGX Mutual Fund

NAV$14.31

AUM$548,610.72

TER0.85%

Holdings65

BERGX Mutual Fund

NAV$14.31

Carillon Chartwell Real Income Fund Class A

AUM$548,610.72

TER0.85%

Holdings65

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Holdings Overlap Analysis

Compare BERGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings BERGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BERGX Mutual Fund Overlap Analysis

BERGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

BERGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, BERGX may share significant positions with broad-market funds.

BERGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BERGX tax-loss harvesting finds highly correlated but non-identical funds.