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    Berwyn Cornerstone (BERCX)

    15.48 Down 0.19(1.21%) May 26
    Prev Close:15.67
    YTD Return*:-1.96%
    Net Assets*:20.18M
    Yield*:0.72%

    * As of 30-Apr-15

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

    Headlines

    • No Headlines available for BERCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    SNE3.9952.17
    CCL3.68-1.65
    DGX3.577.92
    CA3.305.25
    GLW3.12-5.97

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:20.18M
    Category:Large Value
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-1.96%
    5y Avg Return:8.52%
    Rank in Category (ytd):99
    % Rank in Category (ytd):7%
    Beta (3y):1.06
    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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