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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BERSX Mutual Fund Sector Allocation
BERSX 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.
BERSX sector exposure is important for understanding concentration risk. With Financials at 67.1%, the fund has significant sector concentration.
BERSX geographic allocation shows country exposure. BERSX overlap calculator reveals how sector exposure compares with other funds.