| Amount | Holding |
|---|---|
| 1.91% | United States Treasury Bonds 0.88% |
| 1.86% | Federal Farm Credit Banks 2.99% |
| 1.79% | Tapestry Inc 4.12% |
| 1.65% | United States Treasury Notes 1.62% |
| 1.65% | Federal National Mortgage Association 2.5% |
| 1.46% | Tiffany & Co. 4.9% |
| 1.35% | JPMorgan Chase & Co. 3.17% |
| 1.27% | Orec Ltd/Llc 2.92% |
| 1.20% | Bank of America Corporation 2.65% |
| 1.14% | AutoNation, Inc. 3.8% |
Expense Ratio Rating
7 /10
Expense Rating
4 /10
Market Score
5 /10
Category Score
5 /10
Market Size
5 /10
$BERIX Alternatives
52%
FI Score
- berix
- Mutual Fund
- Allocation
- All-In-One
Expenses: 0.64% (Better than 1% of similar funds)
This is an OK choice for a All-In-One Allocation fund. See why ยป