| 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 |
| 3.38% | Kirby Corp |
| 3.34% | Genuine Parts Co |
| 3.24% | Snap-on Inc |
| 3.18% | Quanta Services Inc |
| 3.06% | Lamb Weston Holdings Inc |
| 3.04% | Universal Health Services Inc Class B |
| 2.98% | Expedia Group Inc |
| 2.92% | The Hanover Insurance Group Inc |
| 2.86% | Dolby Laboratories Inc |
| 2.54% | Rockwell Automation Inc |
| 2.54% | Pinnacle Financial Partners Inc |
| 2.52% | Lincoln National Corp |
| 2.32% | Host Hotels & Resorts Inc |
| 2.30% | AutoZone Inc |
| 2.28% | Pioneer Natural Resources Co |
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