Chartwell Income Fund (BERIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BERIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BERIX
BERIX charges 0.64% annually. There are 264 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | BERIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | BERIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | BERIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | — | Dec 2017 | BERIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | BERIX vs FYMIX |
Best Risk-Adjusted Alternatives to BERIX
BERIX has a PortfoliosLab risk / return rank of 57. There are 314 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | BERIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | BERIX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | BERIX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | BERIX vs EKBAX | |
| Pioneer Balanced ESG Fund | 95 | — | Dec 1991 | BERIX vs AYBLX |
Top Performing BERIX Alternatives (YTD)
BERIX is at 2.36% YTD. There are 502 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 38.34%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 38.34% | — | Jan 1998 | BERIX vs EKBAX | |
| Greenspring Fund | 21.91% | — | Jun 1983 | BERIX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 20.27% | — | Aug 1998 | BERIX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.52% | — | Dec 2002 | BERIX vs TIBIX | |
| Sound Mind Investing Fund | 15.84% | — | Dec 2005 | BERIX vs SMIFX |
Lowest Volatility Alternatives to BERIX
BERIX has 5.12% 1-year volatility. There are 51 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | BERIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.83% | — | Apr 2012 | BERIX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.86% | — | Nov 2003 | BERIX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | BERIX vs AVEFX | |
| American Funds College 2027 Fund | 3.14% | — | Sep 2012 | BERIX vs CSTAX |
Lowest Drawdown Alternatives to BERIX
BERIX has a 1-year max drawdown of -3.36%. There are 29 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | BERIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | BERIX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | BERIX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | BERIX vs SICIX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.68% | — | Sep 2005 | BERIX vs FSRKX |
Other Mutual Funds from Carillon Family of Funds
The 10 most viewed Carillon Family of Funds mutual funds shown here include HRCPX, UMBMX, HAGAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 36 | 6.00% | — | Dec 1985 | BERIX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 54 | 15.02% | — | Oct 2006 | BERIX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 9 | 9.07% | — | Aug 1998 | BERIX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 90 | 25.12% | — | Feb 2013 | BERIX vs EISIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 34 | 0.63% | — | Sep 2011 | BERIX vs SUBFX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 26 | 0.78% | — | Nov 1996 | BERIX vs SCPZX | |
| Chartwell Short Duration High Yield Fund | High Yield Bonds | 96 | 1.61% | — | Jul 2014 | BERIX vs CWFIX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 86 | 35.95% | — | Jun 2017 | BERIX vs CWSGX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 61 | 9.53% | — | Dec 1986 | BERIX vs HRCVX | |
| Carillon Eagle Small Cap Growth Fund | Small Cap Growth Equities | 64 | 23.79% | — | May 1993 | BERIX vs HRSCX |
Often Compared With BERIX
Investors most often compare BERIX with CCLAX, FLDOX, MAPOX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare BERIX with Any Fund or Stock
Compare BERIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BERIX with funds that move differently
Chartwell Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BERIX.
Explore BERIX Diversifiers