BERIX : Chartwell Income Fund

BERIX is a Allocation Market All-In-One with MODERATE fees.

BERIX

Chartwell Income Fund

FI Score

52 /100

Expense Ratio Rating

7 /10

Expense Rating

4 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

Different Funds

We found 9,682 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare BERIX vs PFIG

50% FI Score
  • pfig
  • ETF
  • Bond
  • High Yield Bond

Invesco Fundamental Investment Grade Corporate Bond ETF

Expenses: 0.22% (Better than 1% of similar funds)

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

Compare BERIX vs QTELX

50% FI Score
  • qtelx
  • Mutual Fund
  • International Stocks
  • Emerging Markets

AQR TM Emerging Multi-Style Fund Class I

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

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

Compare BERIX vs CBH

50% FI Score
  • cbh
  • Mutual Fund
  • Other
  • Other

AllianzGI Convertible & Income 2024 Target Term Fund

Expenses: 2.60% (Better than 1% of similar funds)

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

Compare BERIX vs CDL

50% FI Score
  • cdl
  • ETF
  • US Stocks
  • Large Value

VictoryShares US Large Cap High Div Volatility Wtd ETF

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

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

Compare BERIX vs CFMOX

50% FI Score
  • cfmox
  • Mutual Fund
  • Bond
  • Municipal Bond

Commerce Missouri Tax Free Intermediate Bond Fund

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

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

Compare BERIX vs PGSIX

50% FI Score
  • pgsix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Putnam Mortgage Securities Fund Class A

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

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

Compare BERIX vs PTMAX

50% FI Score
  • ptmax
  • Mutual Fund
  • US Stocks
  • Large Blend

PGIM QMA Large-Cap Core Equity Fund- Class A

Expenses: 0.74% (Better than 1% of similar funds)

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

Compare BERIX vs PIMAX

50% FI Score
  • pimax
  • Mutual Fund
  • Bond
  • Municipal Bond

Pioneer High Income Municipal Fund Class A

Expenses: 0.83% (Better than 0% of similar funds)

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

Compare BERIX vs CMCYX

50% FI Score
  • cmcyx
  • Mutual Fund
  • Commodities
  • Broad

VanEck CM Commodity Index Fund Class Y

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

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

Compare BERIX vs CSDAX

50% FI Score
  • csdax
  • Mutual Fund
  • Bond
  • High Yield Bond

Calvert Short Duration Income Fund Class A

Expenses: 0.79% (Better than 1% of similar funds)

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

Compare BERIX vs CWBFX

50% FI Score
  • cwbfx
  • Mutual Fund
  • Bond
  • High Yield Bond

American Funds Capital World Bond Fund® Class A

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

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

Compare BERIX vs SMVTX

50% FI Score
  • smvtx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Virtus Ceredex Mid-Cap Value Equity Fund Class I

Expenses: 1.04% (Better than 1% of similar funds)

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

Compare BERIX vs DBL

50% FI Score
  • dbl
  • Mutual Fund
  • Bond
  • Total US Bond Market

Doubleline Opportunistic Credit Fund

Expenses: 2.30% (Better than 0% of similar funds)

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

Compare BERIX vs DIAMX

50% FI Score
  • diamx
  • Mutual Fund
  • Alternatives
  • Short

Diamond Hill Long Short Fund Class A

Expenses: 1.85% (Better than 1% of similar funds)

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

Compare BERIX vs DOO

50% FI Score
  • doo
  • ETF
  • International Stocks
  • Large Value

WisdomTree International Dividend ex-Financials Fund

Expenses: 0.58% (Better than 1% of similar funds)

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

Compare BERIX vs VFFYX

50% FI Score
  • vffyx
  • Mutual Fund
  • Bond
  • Government Bond

Victory INCORE Fund for Income Class Y

Expenses: 0.71% (Better than 0% of similar funds)

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

Compare BERIX vs EEA

50% FI Score
  • eea
  • Mutual Fund
  • International Stocks
  • Europe Stock

The European Equity Fund Inc

Expenses: 1.33% (Better than 0% of similar funds)

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

Compare BERIX vs EIBSX

50% FI Score
  • eibsx
  • Mutual Fund
  • Bond
  • Municipal Bond

Parametric TABS Short-Term Municipal Bond Fund Class I

Expenses: 0.63% (Better than 1% of similar funds)

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

Compare BERIX vs EIGAX

50% FI Score
  • eigax
  • Mutual Fund
  • Bond
  • Municipal Bond

Eaton Vance Georgia Municipal Income Fund Class I

Expenses: 0.49% (Better than 1% of similar funds)

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

Compare BERIX vs NECRX

50% FI Score
  • necrx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Loomis Sayles Core Plus Bond Fund Class C

Expenses: 1.48% (Better than 0% of similar funds)

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

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