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Berwyn Cornerstone (BERCX)

17.86 Up 0.04(0.22%) Apr 17
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Prev Close:17.82
YTD Return*:1.53%
Net Assets*:20.50M
Yield*:0.72%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for BERCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
HAR4.9932.71
PBI3.8510.93
HP3.7929.39
WFC3.3810.29
JEC3.301.27

Fund Basics

Morningstar Overall Rating:
Total Assets:20.5M
Category:Large Value
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:1.53%
5y Avg Return:19.77%
Rank in Category (ytd):82
% Rank in Category (ytd):6.29%
Beta (3y):1.08
Morningstar Risk Rating:3

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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