Chartwell Mid Cap Value Fund (BERCX) belongs to the Mid Cap Value Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BERCX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BERCX
BERCX charges 0.90% annually. There are 57 mutual funds in the Mid Cap Value Equities category with lower expense ratios, going as low as 0.05%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Value Index Fund | 0.05% | — | Jul 2019 | BERCX vs FIMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 0.07% | 36.60B | Sep 2011 | BERCX vs VMVAX | |
| Vanguard S&P Mid-Cap 400 Value Index Fund Institut... | 0.08% | — | Nov 2010 | BERCX vs VMFVX | |
| Victory Integrity Small/Mid-Cap Value Fund | 0.09% | — | Jul 2011 | BERCX vs MYISX | |
| Vanguard Mid-Cap Value Index Fund | 0.19% | — | Aug 2006 | BERCX vs VMVIX |
Best Risk-Adjusted Alternatives to BERCX
BERCX has a PortfoliosLab risk / return rank of 26. There are 93 mutual funds in the Mid Cap Value Equities category with higher risk-adjusted ranks, going as high as 92.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Harbor Mid Cap Value Fund | 92 | — | Mar 2002 | BERCX vs HAMVX | |
| Columbia Select Mid Cap Value Fund | 89 | — | Nov 2001 | BERCX vs NAMAX | |
| PGIM Quant Solutions Mid-Cap Value Fund | 88 | — | Aug 1998 | BERCX vs NCBVX | |
| Delaware Opportunity Fund | 86 | — | Aug 1992 | BERCX vs FIUSX | |
| Virtus Ceredex Mid-Cap Value Equity Fund | 84 | — | Nov 2001 | BERCX vs SMVTX |
Top Performing BERCX Alternatives (YTD)
BERCX is at 10.50% YTD. There are 99 mutual funds in the Mid Cap Value Equities category with higher YTD returns, going as high as 26.40%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Value Strategies Fund | 26.40% | — | Dec 1983 | BERCX vs FSLSX | |
| Fidelity Advisor Value Strategies Fund Class I | 26.38% | — | Jul 1995 | BERCX vs FASOX | |
| Fidelity Advisor Value Strategies Fund Class A | 26.21% | — | Sep 1996 | BERCX vs FSOAX | |
| Fidelity Advisor Value Strategies Fund Class M | 26.04% | — | Aug 1986 | BERCX vs FASPX | |
| Fidelity Advisor Value Strategies Fund Class C | 25.70% | — | Aug 2001 | BERCX vs FVCSX |
Lowest Volatility Alternatives to BERCX
BERCX has 16.60% 1-year volatility. There are 89 mutual funds in the Mid Cap Value Equities category with lower 1-year volatility, going as low as 11.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Mid-Cap Value Index Fund Admiral Shares | 11.52% | 36.60B | Sep 2011 | BERCX vs VMVAX | |
| Vanguard Mid-Cap Value Index Fund | 11.52% | — | Aug 2006 | BERCX vs VMVIX | |
| Nuance Mid Cap Value Fund | 11.81% | — | Dec 2013 | BERCX vs NMAVX | |
| American Century Mid Cap Value Fund | 11.83% | 5.65B | Mar 2004 | BERCX vs ACMVX | |
| American Century Mid Cap Value Fund A Class | 11.85% | — | Mar 2004 | BERCX vs ACLAX |
Lowest Drawdown Alternatives to BERCX
BERCX has a 1-year max drawdown of -11.45%. There are 103 mutual funds in the Mid Cap Value Equities category with shallower 1-year drawdowns, going as shallow as -6.31%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| PGIM Quant Solutions Mid-Cap Value Fund | -6.31% | — | Aug 1998 | BERCX vs NCBVX | |
| Glenmede Quantitative U.S. Total Market Equity Por... | -6.51% | — | Dec 2006 | BERCX vs GTTMX | |
| Delaware Opportunity Fund | -6.75% | — | Aug 1992 | BERCX vs FIUSX | |
| Harbor Mid Cap Value Fund | -6.84% | — | Mar 2002 | BERCX vs HAMVX | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | -6.95% | 36.60B | Sep 2011 | BERCX vs VMVAX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, BERIX, UMBMX and span 10 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 37 | 7.93% | — | Dec 1985 | BERCX vs HRCPX | |
| Chartwell Income Fund | Diversified Portfolio | 67 | 2.51% | — | Sep 1987 | BERCX vs BERIX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 49 | 13.50% | — | Oct 2006 | BERCX vs UMBMX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 82 | 18.06% | — | Feb 2013 | BERCX vs EISIX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 7 | 7.22% | — | Aug 1998 | BERCX vs HAGAX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 40 | 0.74% | — | Sep 2011 | BERCX vs SUBFX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 97 | 1.84% | — | Jul 2014 | BERCX vs CWFIX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 28 | 0.33% | — | Nov 1996 | BERCX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 56 | 9.52% | — | Dec 1986 | BERCX vs HRCVX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 78 | 27.16% | — | Jun 2017 | BERCX vs CWSGX |
Often Compared With BERCX
Investors most often compare BERCX with HRSCX, SCCIX, CWSIX. These 18 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare BERCX with Any Fund or Stock
Compare BERCX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BERCX with funds that move differently
Chartwell Mid Cap Value Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BERCX.
Explore BERCX Diversifiers