BERHX Mutual Fund
NAV$14.34
AUM$12,108.74
TER1.46%
Holdings65
BERHX Mutual Fund
NAV$14.34
Carillon Chartwell Real Income Fund Class C
AUM$12,108.74
TER1.46%
Holdings65
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BERHX Mutual Fund Sector Allocation
BERHX sector allocation breaks down across Financials (67.1%), Other (8.2%), Unknown (6.6%), Energy (6.6%), Health Care (2.8%). Across 65 holdings, this breakdown reveals the mutual fund's investment focus and diversification.
BERHX sector exposure is important for understanding concentration risk. With Financials at 67.1%, the fund has significant sector concentration.
BERHX geographic allocation shows country exposure. BERHX overlap calculator reveals how sector exposure compares with other funds.