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

Similar Funds

We found 748 Allocation All-In-One funds. Here they are ordered by FI Score.

Compare BERIX vs IBNAX

46% FI Score
  • ibnax
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Ivy Balanced Fund Class A

Expenses: 1.09% (Better than 0% of similar funds)

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

Compare BERIX vs JBLAX

46% FI Score
  • jblax
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John Hancock Funds II Multimanager Lifestyle Aggressive Portfolio Class B

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

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

Compare BERIX vs PSMB

46% FI Score
  • psmb
  • ETF
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Invesco Balanced Multi-Asset Allocation ETF

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

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

Compare BERIX vs PSMG

46% FI Score
  • psmg
  • ETF
  • Allocation
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Invesco Growth Multi-Asset Allocation ETF

Expenses: 0.36% (Better than 1% of similar funds)

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

Compare BERIX vs ITRAX

46% FI Score
  • itrax
  • Mutual Fund
  • Allocation
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VY® T. Rowe Price Capital Appreciation Portfolio Class A

Expenses: 1.24% (Better than 0% of similar funds)

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

Compare BERIX vs AZNAX

46% FI Score
  • aznax
  • Mutual Fund
  • Allocation
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AllianzGI Income & Growth Fund Class A

Expenses: 1.28% (Better than 0% of similar funds)

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

Compare BERIX vs POAAX

46% FI Score
  • poaax
  • Mutual Fund
  • Allocation
  • All-In-One

Pacific Funds Portfolio Optimization Conservative Fund Class A

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

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

Compare BERIX vs EKSDX

46% FI Score
  • eksdx
  • Mutual Fund
  • Allocation
  • All-In-One

Wells Fargo Diversified Income Builder Fund - Class Admin

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

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

Compare BERIX vs PGEOX

46% FI Score
  • pgeox
  • Mutual Fund
  • Allocation
  • All-In-One

George Putnam Balanced Fund Class A

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

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

Compare BERIX vs BCICX

46% FI Score
  • bcicx
  • Mutual Fund
  • Allocation
  • All-In-One

BlackRock Multi-Asset Income Portfolio Investor C Shares

Expenses: 1.55% (Better than 0% of similar funds)

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

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