BERCX : Chartwell Mid Cap Value Fund

BERCX is a US Stocks Market Mid-Cap Value with MODERATE fees.

BERCX

Chartwell Mid Cap Value Fund

FI Score

23 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

Different Funds

We found 8,182 US Stocks Mid-Cap Value funds. Here they are ordered by FI Score.

Compare BERCX vs CSUIX

51% FI Score
  • csuix
  • Mutual Fund
  • Allocation
  • Global Equity

Cohen & Steers Global Infrastructure Fund, Inc. Class I

Expenses: 0.94% (Better than 1% of similar funds)

This is an OK choice for a Global Equity Allocation fund. See why »

Compare BERCX vs FCG

51% FI Score
  • fcg
  • ETF
  • Sector Equity
  • Energy

First Trust Natural Gas ETF

Expenses: 0.60% (Better than 1% of similar funds)

This is an OK choice for a Energy Sector Equity fund. See why »

Compare BERCX vs SOKAX

51% FI Score
  • sokax
  • Mutual Fund
  • Allocation
  • All-In-One

SEI Asset Allocation Trust Core Market Strategy Fund Class F

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Compare BERCX vs DBGR

51% FI Score
  • dbgr
  • ETF
  • International Stocks
  • Other Region

Xtrackers MSCI Germany Hedged Equity ETF

Expenses: 0.45% (Better than 1% of similar funds)

This is an OK choice for a Other Region International Stocks fund. See why »

Compare BERCX vs DGFAX

51% FI Score
  • dgfax
  • Mutual Fund
  • Allocation
  • Total World

Davis Global Fund Class A

Expenses: 0.98% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

Compare BERCX vs STWLX

51% FI Score
  • stwlx
  • Mutual Fund
  • Bond
  • High Yield Bond

Schroder Long Duration Investment-Grade Bond Fund Investor Shares

Expenses: 0.32% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare BERCX vs DINT

51% FI Score
  • dint
  • ETF
  • International Stocks
  • Large Blend

Davis Select International ETF

Expenses: 0.68% (Better than 1% of similar funds)

This is an OK choice for a Large Blend International Stocks fund. See why »

Compare BERCX vs DJP

51% FI Score
  • djp
  • ETF
  • Commodities
  • Broad

iPath Bloomberg Commodity Index Total Return(SM) ETN

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a Broad Commodities fund. See why »

Compare BERCX vs DTRIX

51% FI Score
  • dtrix
  • Mutual Fund
  • Bond
  • High Yield Bond

Delaware Limited-Term Diversified Income Fund Class A

Expenses: 0.54% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare BERCX vs EELV

51% FI Score
  • eelv
  • ETF
  • International Stocks
  • Emerging Markets

Invesco S&P Emerging Markets Low Volatility ETF

Expenses: 0.29% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks fund. See why »

Compare BERCX vs EIHIX

51% FI Score
  • eihix
  • Mutual Fund
  • Bond
  • High Yield Bond

Eaton Vance High Income Opportunities Fund Class I

Expenses: 0.66% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare BERCX vs EMQQ

51% FI Score
  • emqq
  • ETF
  • International Stocks
  • Emerging Markets

EMQQ The Emerging Markets Internet & Ecommerce ETF

Expenses: 0.86% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks fund. See why »

Compare BERCX vs EPHE

51% FI Score
  • ephe
  • ETF
  • International Stocks
  • Other Region

iShares MSCI Philippines ETF

Expenses: 0.59% (Better than 0% of similar funds)

This is an OK choice for a Other Region International Stocks fund. See why »

Compare BERCX vs BUBSX

51% FI Score
  • bubsx
  • Mutual Fund
  • Alternative
  • Short

Baird Ultra Short Bond Fund Investor Class

Expenses: 0.40% (Better than 1% of similar funds)

This is an OK choice for a Short Alternative fund. See why »

Compare BERCX vs EXNAX

51% FI Score
  • exnax
  • Mutual Fund
  • Bond
  • Municipal Bond

Eaton Vance National Limited Maturity Municipal Income Fund Class A

Expenses: 0.66% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare BERCX vs FAS

51% FI Score
  • fas
  • ETF
  • Alternative
  • Leveraged Equities

Direxion Daily Financial Bull 3X Shares

Expenses: 0.99% (Better than 1% of similar funds)

This is an OK choice for a Leveraged Equities Alternative fund. See why »

Compare BERCX vs FDEEX

51% FI Score
  • fdeex
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® 2055 Fund

Expenses: 0.75% (Better than 0% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare BERCX vs FTRTX

51% FI Score
  • ftrtx
  • Mutual Fund
  • Allocation
  • Target-Date

Franklin LifeSmart™ 2025 Retirement Target Fund Class A

Expenses: 0.35% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Compare BERCX vs SIDVX

51% FI Score
  • sidvx
  • Mutual Fund
  • International Stocks
  • Large Value

Hartford Schroders International Multi-Cap Value Fund Class A

Expenses: 1.12% (Better than 0% of similar funds)

This is an OK choice for a Large Value International Stocks fund. See why »

Compare BERCX vs OAYWX

51% FI Score
  • oaywx
  • Mutual Fund
  • Allocation
  • Total World

Oakmark Global Select Fund Class Advisor

Expenses: 1.07% (Better than 1% of similar funds)

This is an OK choice for a Total World Allocation fund. See why »

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