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 ILF

61% FI Score
  • ilf
  • ETF
  • International Stocks
  • Latin America Stock

iShares Latin America 40 ETF

Expenses: 0.48% (Better than 1% of similar funds)

This is an OK choice for a Latin America Stock International Stocks fund. See why »

Compare BERCX vs TSMYX

61% FI Score
  • tsmyx
  • Mutual Fund
  • Allocation
  • Total World

Touchstone Dynamic Global Allocation Fund Y

Expenses: 0.24% (Better than 1% of similar funds)

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

Compare BERCX vs IYC

61% FI Score
  • iyc
  • ETF
  • Sector Equity
  • Consumer Cyclicals

iShares U.S. Consumer Services ETF

Expenses: 0.42% (Better than 1% of similar funds)

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

Compare BERCX vs USCBX

61% FI Score
  • uscbx
  • Mutual Fund
  • Bond
  • Municipal Bond

USAA California Bond Fund

Expenses: 0.52% (Better than 1% of similar funds)

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

Compare BERCX vs UTELX

61% FI Score
  • utelx
  • Mutual Fund
  • Bond
  • Municipal Bond

USAA Tax Exempt Long-Term Fund Adviser Shares

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

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

Compare BERCX vs JSDHX

61% FI Score
  • jsdhx
  • Mutual Fund
  • Bond
  • High Yield Bond

JPMorgan Short Duration Core Plus Fund Class A

Expenses: 0.64% (Better than 1% of similar funds)

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

Compare BERCX vs KBWY

61% FI Score
  • kbwy
  • ETF
  • Alternatives
  • Real Estate

Invesco KBW Premium Yield Equity REIT ETF

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

This is an OK choice for a Real Estate Alternatives fund. See why »

Compare BERCX vs BCBAX

61% FI Score
  • bcbax
  • Mutual Fund
  • Bond
  • Total US Bond Market

BlackRock Core Bond Portfolio Investor A Shares

Expenses: 0.76% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare BERCX vs FHHDX

61% FI Score
  • fhhdx
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® Blend 2040 Fund Class K6

Expenses: 0.34% (Better than 1% of similar funds)

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

Compare BERCX vs ASBAX

61% FI Score
  • asbax
  • Mutual Fund
  • Bond
  • High Yield Bond

American Funds Short-Term Bond Fund of America® Class A

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

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

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