Berwyn Cornerstone (BERCX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for BERCX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.25%|
Performance & Risk
|5y Avg Return:||19.77%|
|Rank in Category (ytd):||82|
|% Rank in Category (ytd):||6.29%|
|Morningstar Risk Rating:||3|
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