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 SFRCX

36% FI Score
  • sfrcx
  • Mutual Fund
  • Bond
  • High Yield Bond

Virtus Seix Floating Rate High Income Fund Class C

Expenses: 1.53% (Better than 0% of similar funds)

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

Compare BERCX vs LICAX

36% FI Score
  • licax
  • Mutual Fund
  • International Stocks
  • Large Blend

Lord Abbett International Equity Fund Class A

Expenses: 1.17% (Better than 0% of similar funds)

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

Compare BERCX vs EQIDX

36% FI Score
  • eqidx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

Wells Fargo Emerging Markets Equity Income Fund - Class Admin

Expenses: 1.45% (Better than 0% of similar funds)

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

Compare BERCX vs BCAIX

36% FI Score
  • bcaix
  • Mutual Fund
  • International Stocks
  • Large Growth

Boston Common ESG Impact International Fund

Expenses: 1.00% (Better than 1% of similar funds)

This is a bad choice for a Large Growth International Stocks fund. See why »

Compare BERCX vs BBGVX

36% FI Score
  • bbgvx
  • Mutual Fund
  • Bond
  • Government Bond

Sterling Capital Intermediate U.S. Government Fund Institutional Shares

Expenses: 0.57% (Better than 1% of similar funds)

This is a bad choice for a Government Bond Bond fund. See why »

Compare BERCX vs AZEIX

36% FI Score
  • azeix
  • Mutual Fund
  • International Stocks
  • Emerging Markets

AQR Emerging Defensive Style Fund Class I

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

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

Compare BERCX vs OPAMX

36% FI Score
  • opamx
  • Mutual Fund
  • Bond
  • Municipal Bond

Invesco Oppenheimer Municipal Fund Class A

Expenses: 0.76% (Better than 0% of similar funds)

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

Compare BERCX vs MCONX

36% FI Score
  • mconx
  • Mutual Fund
  • Allocation
  • All-In-One

Praxis Genesis Conservative Portfolio Class A

Expenses: 0.61% (Better than 1% of similar funds)

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

Compare BERCX vs GSZAX

36% FI Score
  • gszax
  • Mutual Fund
  • Bond
  • High Yield Bond

Goldman Sachs Strategic Income Fund Class A

Expenses: 1.01% (Better than 0% of similar funds)

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

Compare BERCX vs RAAX

36% FI Score
  • raax
  • ETF
  • Allocation
  • Total World

VanEck Vectors Real Asset Allocation ETF

Expenses: 0.75% (Better than 1% of similar funds)

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

Compare BERCX vs MDEGX

36% FI Score
  • mdegx
  • Mutual Fund
  • Allocation
  • Total World

BlackRock Long-Horizon Equity Fund Investor A Shares

Expenses: 1.22% (Better than 0% of similar funds)

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

Compare BERCX vs WBELX

36% FI Score
  • wbelx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

William Blair Emerging Markets Leaders Fund Class I

Expenses: 1.20% (Better than 1% of similar funds)

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

Compare BERCX vs TYWSX

36% FI Score
  • tywsx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

AMG GW&K Emerging Wealth Equity Fund - Class I

Expenses: 1.08% (Better than 1% of similar funds)

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

Compare BERCX vs ASADX

36% FI Score
  • asadx
  • Mutual Fund
  • Bond
  • High Yield Bond

American Century Short Duration Strategic Income Fund A Class

Expenses: 0.77% (Better than 1% of similar funds)

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

Compare BERCX vs SDSAX

36% FI Score
  • sdsax
  • Mutual Fund
  • Bond
  • Total US Bond Market

Western Asset Income Fund Class A

Expenses: 0.98% (Better than 0% of similar funds)

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

Compare BERCX vs WAUAX

36% FI Score
  • wauax
  • Mutual Fund
  • Bond
  • High Yield Bond

Western Asset Total Return Unconstrained Fund Class A

Expenses: 1.10% (Better than 0% of similar funds)

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

Compare BERCX vs JHYIX

36% FI Score
  • jhyix
  • Mutual Fund
  • Bond
  • High Yield Bond

Aberdeen Global High Income Fund Class I

Expenses: 0.75% (Better than 1% of similar funds)

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

Compare BERCX vs NSVCX

36% FI Score
  • nsvcx
  • Mutual Fund
  • Bond
  • Municipal Bond

Nuveen Short Term Municipal Bond Fund Class C2

Expenses: 1.06% (Better than 0% of similar funds)

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

Compare BERCX vs MTUKX

36% FI Score
  • mtukx
  • Mutual Fund
  • Allocation
  • Target-Date

Manning & Napier Target 2045 Series Class K

Expenses: 0.45% (Better than 0% of similar funds)

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

Compare BERCX vs ARCMX

36% FI Score
  • arcmx
  • Mutual Fund
  • Allocation
  • Target-Date

American Century Investments One Choice 2030 Portfolio A Class

Expenses: 1.03% (Better than 0% of similar funds)

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

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