MOGAX vs. BERIX

Last updated Apr 1, 2026

Compare and contrast key facts about MassMutual 60/40 Allocation Fund (MOGAX) and Chartwell Income Fund (BERIX).

MOGAX is managed by MassMutual. It was launched on Jun 19, 2011. BERIX is managed by Carillon Family of Funds. It was launched on Sep 2, 1987.

Performance

MOGAX vs. BERIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MassMutual 60/40 Allocation Fund (MOGAX) and Chartwell Income Fund (BERIX). The values are adjusted to include any dividend payments, if applicable.

MOGAX vs. BERIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
MOGAX MassMutual 60/40 Allocation Fund	0.00%	10.54%	8.82%	14.26%	-22.35%	13.74%	12.03%	24.58%	-8.02%	14.54%
BERIX Chartwell Income Fund	3.53%	13.23%	7.20%	7.77%	-10.14%	7.35%	4.49%	9.69%	-0.81%	3.92%

Returns By Period

MOGAX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

BERIX

• 1D: 0.20%
• 1M: -1.25%
• YTD: 3.53%
• 6M: 6.19%
• 1Y: 13.23%
• 3Y*: 9.06%
• 5Y*: 4.94%
• 10Y*: 4.99%

*Multi-year figures are annualized to reflect compound growth (CAGR)

MOGAX vs. BERIX - Expense Ratio Comparison

MOGAX has a 0.61% expense ratio, which is lower than BERIX's 0.64% expense ratio.

BERIX

Chartwell Income Fund

MOGAX

MassMutual 60/40 Allocation Fund

Return for Risk

MOGAX vs. BERIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BERIX

BERIX Risk / Return Rank: 96
BERIX Sharpe Ratio Rank: 97
BERIX Sortino Ratio Rank: 95
BERIX Omega Ratio Rank: 95
BERIX Calmar Ratio Rank: 98
BERIX Martin Ratio Rank: 97

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

MOGAX vs. BERIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MassMutual 60/40 Allocation Fund (MOGAX) and Chartwell Income Fund (BERIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	MOGAX	BERIX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.54	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.84	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.84	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	1.07	—

Correlation

The correlation between MOGAX and BERIX is 0.75, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.

Dividends

MOGAX vs. BERIX - Dividend Comparison

MOGAX's dividend yield for the trailing twelve months is around 3.65%, more than BERIX's 3.58% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
MOGAX MassMutual 60/40 Allocation Fund	3.65%	3.65%	6.23%	3.93%	1.84%	13.14%	3.65%	13.70%	15.46%	1.02%	1.55%	3.52%
BERIX Chartwell Income Fund	3.58%	3.97%	3.90%	3.36%	3.54%	2.58%	3.07%	3.03%	5.83%	5.22%	2.76%	2.45%

Drawdowns

Drawdown Indicators

	MOGAX	BERIX	Difference
Max Drawdown Largest peak-to-trough decline	—	-20.34%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-2.95%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-15.73%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-20.34%	—
Current Drawdown Current decline from peak	—	-1.25%	—
Average Drawdown Average peak-to-trough decline	—	-2.60%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	0.79%	—

Volatility

Volatility by Period

	MOGAX	BERIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	1.47%	—
Volatility (6M) Calculated over the trailing 6-month period	—	4.28%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	5.38%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	5.94%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	6.00%	—