Morningstar will cease qualitative research coverage of Chartwell Income on or about Feb. 26, 2021, in order to reallocate our analysts to research other strategies. At that time, the last Morningstar Analyst Rating and this research will be removed. After that date, please discontinue using the research report or former research reports issued by Morningstar on this fund. We recommend users form their own views on this fund or obtain financial advice.
NAV / 1-Day Return
13.68 / 0.00
Adj. Expense Ratio
Longest Manager Tenure
Allocation--15% to 30% Equity
Investment StyleMid Value
Credit Quality / Interest Rate SensitivityLow / Limited
Will BERIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.