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 MMRBX

33% FI Score
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MainStay Moderate Allocation Fund Class B

Expenses: 1.30% (Better than 0% of similar funds)

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

Compare BERIX vs VALIX

33% FI Score
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Value Line Capital Appreciation Fund, Inc. Investor Class

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 ICLLX

33% FI Score
  • icllx
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Transamerica Asset Allocation Conservative Portfolio Class C

Expenses: 1.26% (Better than 0% of similar funds)

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

Compare BERIX vs TWSCX

33% FI Score
  • twscx
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American Century Strategic Allocation: Conservative Fund Investor Class

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 LKBAX

33% FI Score
  • lkbax
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LKCM Balanced Fund

Expenses: 0.80% (Better than 1% of similar funds)

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

Compare BERIX vs SEBLX

33% FI Score
  • seblx
  • Mutual Fund
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Touchstone Balanced Fund Class A

Expenses: 1.01% (Better than 0% of similar funds)

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

Compare BERIX vs IBLLX

33% FI Score
  • ibllx
  • Mutual Fund
  • Allocation
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Transamerica Multi-Managed Balanced Fund Class C

Expenses: 1.80% (Better than 0% of similar funds)

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

Compare BERIX vs FMATX

33% FI Score
  • fmatx
  • Mutual Fund
  • Allocation
  • All-In-One

AIG Multi-Asset Allocation Fund Class C

Expenses: 0.90% (Better than 1% of similar funds)

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

Compare BERIX vs PODCX

33% FI Score
  • podcx
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Pacific Funds Portfolio Optimization Growth Fund Class C

Expenses: 1.35% (Better than 0% of similar funds)

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

Compare BERIX vs HWAAX

32% FI Score
  • hwaax
  • Mutual Fund
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  • All-In-One

Hotchkis & Wiley Value Opportunities Fund Class A

Expenses: 1.21% (Better than 0% of similar funds)

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

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