| Amount | Holding |
|---|---|
| 4.75% | Duke Realty Corp |
| 4.30% | CMS Energy Corp |
| 4.15% | Allstate Corp |
| 3.89% | FMC Corp |
| 3.88% | Healthcare Trust of America Inc |
| 3.58% | Vulcan Materials Co |
| 3.54% | Quest Diagnostics Inc |
| 3.48% | Ameren Corp |
| 3.46% | Public Service Enterprise Group Inc |
| 3.42% | Mid-America Apartment Communities Inc |
Expense Ratio Rating
6 /10
Expense Rating
0 /10
Market Score
1 /10
Category Score
5 /10
Market Size
1 /10
$BERCX Alternatives
23%
FI Score
- bercx
- Mutual Fund
- US Stocks
- Mid-Cap Value
Expenses: 1.02% (Better than 1% of similar funds)
This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป