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    Berwyn Cornerstone (BERCX)

    15.15 Up 0.28(1.88%) Jun 23

    Holdings as of Apr 29, 2016Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:15.54
    Stocks:84.46
    Bonds:0.00
    Other:0.00
    Top 10 Holdings (32.01% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Devon Energy Corporation CommonDVN3.79N/A
    Joy Global Inc. Common StockJOY3.49N/A
    PP&L Corporation Common StockPPL3.29N/A
    Unum Group Common StockUNM3.22N/A
    Chevron Corporation Common StocCVX3.10N/A
    FirstEnergy Corporation Common FE3.08N/A
    FLIR Systems, Inc.FLIR3.07N/A
    Jacobs Engineering Group Inc. CJEC3.04N/A
    GLAXOSMITHKLINE GSK.L2.97N/A
    Wells Fargo & Company Common StWFC2.96N/A
    Get Quotes for Top 10 Holdings
    Equity Holdings 
    AveragesBERCXCategory Avg
    Price/Earnings14.7416.99
    Price/Book1.422.00
    Price/Sales0.911.52
    Price/Cashflow5.919.66
    Median Market Cap12.95K78.66K
    3 Year Earnings Growth2.48%5.01%
    Sector Weightings (%)  
    Sector BERCXCategory Avg
    Basic Materials
     
    12.863.02
    Consumer Cyclical
     
    10.738.49
    Financial Services
     
    14.0720.37
    Realestate0.002.03
    Consumer Defensive0.009.29
    Healthcare
     
    3.5213.05
    Utilities
     
    10.745.14
    Communication Services0.004.70
    Energy
     
    12.0610.66
    Industrials
     
    11.0511.16
    Technology
     
    24.9812.10
    Bond Ratings (%)  
    SectorBERCXCategory Avg
    US GOVERNMENTN/AN/A
    AAAN/A9.53
    AAN/A2.06
    AN/A15.83
    BBBN/A18.09
    BBN/A9.17
    BN/A10.59
    BELOW BN/A2.46
    OTHERN/A32.28
    Bond Holdings 
    AveragesBERCXCategory Avg
    MaturityN/A3.62
    DurationN/A3.41
    Credit QualityN/ABelowB