• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.15% Nasdaq Up 0.36%

    Berwyn Cornerstone (BERCX)

    17.46 Up 0.14(0.81%) Dec 19
    Prev Close:17.32
    YTD Return*:-0.74%
    Net Assets*:22.35M
    Yield*:0.73%

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for BERCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BK3.1617.17
    GLW2.9420.15
    FE2.8516.80
    CCL2.839.14
    MSFT2.8332.61

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:22.35M
    Category:Large Value
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-0.74%
    5y Avg Return:11.39%
    Rank in Category (ytd):98
    % Rank in Category (ytd):7.59%
    Beta (3y):1.11
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback