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    Berwyn Cornerstone (BERCX)

    15.79 Down 0.02(0.13%) Feb 27
    Prev Close:15.81
    YTD Return*:-3.85%
    Net Assets*:20.77M
    Yield*:0.73%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for BERCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BK3.46-9.19
    GLW3.445.32
    CCL3.34-4.02
    EXC3.24-2.78
    FE3.113.49

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:20.77M
    Category:Large Value
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-3.85%
    5y Avg Return:10.45%
    Rank in Category (ytd):55
    % Rank in Category (ytd):3.99%
    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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