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

Similar Funds

We found 178 US Stocks Mid-Cap Value funds. Here they are ordered by FI Score.

Compare BERCX vs PCGRX

38% FI Score
  • pcgrx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Pioneer Mid Cap Value Fund Class A

Expenses: 1.06% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare BERCX vs TCVAX

38% FI Score
  • tcvax
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Touchstone Mid Cap Value Class A

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

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare BERCX vs ABCSX

38% FI Score
  • abcsx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

AB Discovery Value Fund Class C

Expenses: 1.88% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare BERCX vs SDVY

37% FI Score
  • sdvy
  • ETF
  • US Stocks
  • Mid-Cap Value

First Trust SMID Cap Rising Dividend Achievers ETF

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

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare BERCX vs FPPTX

37% FI Score
  • fpptx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

FPA Capital Fund

Expenses: 0.92% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare BERCX vs FIUSX

37% FI Score
  • fiusx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Delaware Opportunity Fund Class A

Expenses: 1.20% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare BERCX vs PMDDX

36% FI Score
  • pmddx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Principal Small-MidCap Dividend Income Fund Class C

Expenses: 1.88% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare BERCX vs PQNCX

36% FI Score
  • pqncx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

AllianzGI Mid-Cap Value Fund Class C

Expenses: 1.74% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare BERCX vs CHTTX

36% FI Score
  • chttx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

AMG Managers Fairpointe Mid Cap Fund Class N

Expenses: 1.15% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

Compare BERCX vs MSVCX

35% FI Score
  • msvcx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Invesco American Value Fund Class C

Expenses: 1.91% (Better than 0% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why »

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