BERSX Mutual Fund

NAV$14.37

AUM$386,205.42

TER0.45%

Holdings65

BERSX Mutual Fund

NAV$14.37

Carillon Chartwell Real Income Fund Class R6

AUM$386,205.42

TER0.45%

Holdings65

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Holdings Overlap Analysis

Compare BERSX 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 BERSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

BERSX Mutual Fund Overlap Analysis

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

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

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