Funds Offered by  

5 funds.    These are mutual funds, unit investment trusts, or interval funds.

SymbolDescriptionTypeInceptionCategory1Category2Category3Strategy/IndexLeverage factorFeesActions
BERCXChartwell Mid Cap Value FundMutual fund05/01/2002US EquityBroad marketMid capActively managed1.00 1.06%Analyze
BERIXChartwell Income FundMutual fund09/03/1987Asset AllocationUSModerateActively managed1.00 0.66%Analyze
CWFIXChartwell Short Duration High YieldMutual fund07/15/2014US Fixed IncomeCorporate bondsHigh yieldActively managed1.00 0.50%Analyze
CWSGXChartwell Small Cap Growth FundMutual fund06/16/2017US Equity Broad marketSmall capActively managed1.00 0.00%Analyze
CWSIXChartwell Small Cap Value FundMutual fund03/16/2012US Equity Broad marketSmall capActively managed1.00 1.05%Analyze
TOTAL5

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