Chartwell Investment Partners Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-3.6610.784.54-2.137.32
    Category Average-2.327.347.11-4.188.87
    Assets for Each Yr*1.921.951.861.721.36
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 7.32 3.87 2.94

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,363 mil $1,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 15.65 1.05 Average
    International Stock -- -- -- --
    Municipal Bond -- -- -- --
    Taxable Bond 2.0 5.97 0.49 Very Low
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Chartwell Small Cap David C. Dalrymple 7.90
    Chartwell Short Dura John M, Hopkins 5.20
    Chartwell Small Cap Frank L. Sustersic 2.30
    Chartwell Mid Cap Va David C. Dalrymple 2.20
    Berwyn Income Jeffrey D. Bilsky 0.50

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Berwyn Income Jeffrey D. Bilsky 0.50
    Chartwell Mid Cap Va David C. Dalrymple 2.20
    Chartwell Small Cap Frank L. Sustersic 2.30
    Chartwell Short Dura John M, Hopkins 5.20
    Chartwell Small Cap David C. Dalrymple 7.90