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 PABBX

39% FI Score
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Putnam Dynamic Asset Allocation Balanced Fund Class B

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 SPDAX

38% FI Score
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DWS Multi-Asset Conservative Allocation Fund - Class A

Expenses: 0.66% (Better than 1% of similar funds)

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

Compare BERIX vs PCGAX

38% FI Score
  • pcgax
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PGIM Income Builder Fund-Class A

Expenses: 0.85% (Better than 1% of similar funds)

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

Compare BERIX vs WDIAX

38% FI Score
  • wdiax
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Wilmington Diversified Income 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 TWSMX

38% FI Score
  • twsmx
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  • Allocation
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American Century Strategic Allocation: Moderate Fund Investor Class

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

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

Compare BERIX vs GSBCX

38% FI Score
  • gsbcx
  • Mutual Fund
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Goldman Sachs Income Builder Fund Class C

Expenses: 1.70% (Better than 0% of similar funds)

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

Compare BERIX vs HAFAX

38% FI Score
  • hafax
  • Mutual Fund
  • Allocation
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Hartford AARP Balanced Retirement Fund Class A

Expenses: 0.71% (Better than 1% of similar funds)

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

Compare BERIX vs BMGTX

38% FI Score
  • bmgtx
  • Mutual Fund
  • Allocation
  • All-In-One

Sterling Capital Diversified Income Fund Institutional Shares

Expenses: 0.54% (Better than 1% of similar funds)

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

Compare BERIX vs PORYX

37% FI Score
  • poryx
  • Mutual Fund
  • Allocation
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North Square Multi Strategy Fund Class I

Expenses: 0.62% (Better than 1% of similar funds)

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

Compare BERIX vs LOWIX

37% FI Score
  • lowix
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  • Allocation
  • All-In-One

Ladenburg Growth & Income Fund Class I

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

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

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