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 RMOAX

43% FI Score
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RiverFront Asset Allocation Moderate Class A

Expenses: 0.50% (Better than 1% of similar funds)

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

Compare BERIX vs JCLCX

43% FI Score
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John Hancock Funds II Multimanager Lifestyle Conservative Portfolio Class C

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 TEMTX

43% FI Score
  • temtx
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Franklin Mutual Shares Fund Class C

Expenses: 1.78% (Better than 0% of similar funds)

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

Compare BERIX vs HCVAX

43% FI Score
  • hcvax
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Hartford Conservative Allocation Fund Class A

Expenses: 0.59% (Better than 1% of similar funds)

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

Compare BERIX vs ACV

43% FI Score
  • acv
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AllianzGI Diversified Income & Convertible Fund

Expenses: 3.32% (Better than 0% of similar funds)

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

Compare BERIX vs SFAAX

43% FI Score
  • sfaax
  • Mutual Fund
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Wells Fargo Index Asset Allocation Fund - Class A

Expenses: 1.08% (Better than 0% of similar funds)

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

Compare BERIX vs DIFCX

42% FI Score
  • difcx
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  • Allocation
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MFS Diversified Income Fund Class C

Expenses: 1.72% (Better than 0% of similar funds)

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

Compare BERIX vs HCKCX

42% FI Score
  • hckcx
  • Mutual Fund
  • Allocation
  • All-In-One

Hartford Checks and Balances Fund Class C

Expenses: 1.16% (Better than 0% of similar funds)

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

Compare BERIX vs PACAX

42% FI Score
  • pacax
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  • Allocation
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Putnam Dynamic Asset Allocation Conservative Fund Class A

Expenses: 1.00% (Better than 0% of similar funds)

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

Compare BERIX vs AMTCX

42% FI Score
  • amtcx
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Columbia Capital Allocation Moderate Portfolio Class C

Expenses: 1.18% (Better than 0% of similar funds)

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

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