Chartwell Income Fund (BERIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BERIX
BERIX charges 0.64% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among BERIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | BERIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | BERIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | BERIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | BERIX vs BWBIX | |
| Mutual of America Aggressive Allocation Fund | 0.05% | Nov 29, 2021 | BERIX vs MAANX |
Best Risk-Adjusted Alternatives to BERIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | BERIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | BERIX vs TIBIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | BERIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | BERIX vs PMAIX | |
| SEI Institutional Managed Trust Multi-Asset Inflat... | 93 | Apr 8, 2012 | BERIX vs SIFAX |
Top Performing BERIX Alternatives (YTD)
BERIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | BERIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | BERIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | BERIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | BERIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | BERIX vs CONWX |
Lowest Volatility Alternatives to BERIX
BERIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | BERIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | BERIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | BERIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | BERIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | BERIX vs SICIX |
Lowest Drawdown Alternatives to BERIX
BERIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | BERIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | BERIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | BERIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | BERIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | BERIX vs SICIX |
Other Mutual Funds from Carillon Family of Funds
Most popular Carillon Family of Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Carillon ClariVest Capital Appreciation Fund | Large Cap Growth Equities | 53 | -11.20% | Dec 12, 1985 | BERIX vs HRCPX | |
| Carillon Scout Mid Cap Fund | Mid Cap Blend Equities | 66 | 1.19% | Oct 31, 2006 | BERIX vs UMBMX | |
| Carillon Eagle Mid Cap Growth Fund | Mid Cap Growth Equities | 12 | -7.73% | Aug 20, 1998 | BERIX vs HAGAX | |
| Carillon ClariVest International Stock Fund | Foreign Large Cap Equities | 89 | 0.22% | Feb 27, 2013 | BERIX vs EISIX | |
| Chartwell Small Cap Growth Fund | Small Cap Growth Equities | 67 | -1.30% | Jun 16, 2017 | BERIX vs CWSGX | |
| Carillon Reams Core Plus Bond Fund | Intermediate Core-Plus Bond | 75 | 0.14% | Nov 25, 1996 | BERIX vs SCPZX | |
| Carillon Eagle Growth & Income Fund | Large Cap Value Equities | 54 | -0.63% | Dec 15, 1986 | BERIX vs HRCVX | |
| Carillon Reams Core Bond Fund | Intermediate Core Bond | 60 | -0.08% | Feb 23, 2001 | BERIX vs SCCIX | |
| Chartwell Small Cap Value Fund | Small Cap Value Equities | 25 | 3.65% | Mar 16, 2012 | BERIX vs CWSIX | |
| Carillon Reams Unconstrained Bond Fund | Nontraditional Bonds | 94 | 0.26% | Sep 28, 2011 | BERIX vs SUBFX |
Often Compared With BERIX
What investors most often compare with BERIX, 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.