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    Berwyn Cornerstone (BERCX)

    13.73 Up 0.07(0.51%) Aug 28
    Prev Close:13.66
    YTD Return*:-10.30%
    Net Assets*:17.76M
    Yield*:0.78%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for BERCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CCL4.25N/A
    SNE3.51N/A
    CA3.31N/A
    DGX3.22N/A
    EXC3.21N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:17.76M
    Category:Large Value
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-10.30%
    5y Avg Return:8.25%
    Rank in Category (ytd):100
    % Rank in Category (ytd):7.02%
    Beta (3y):1.04
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. Normally, the fund will invest primarily in equity securities, the majority of which will be issued by large-capitalization and/or mid-capitalization companies (those with market capitalizations greater than the smallest capitalization company included in the S&P MidCap 400 Index at the time the security is purchased). The Advisor may invest in fixed income securities with any credit rating or maturity date. The fund is non-diversified. View More
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