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 Dow Down 0.15% Nasdaq Up 0.46%

Berwyn Cornerstone (BERCX)

18.36 Up 0.10(0.55%) Jul 22
Prev Close:18.36
YTD Return*:4.14%
Net Assets*:22.28M
Yield*:0.70%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for BERCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
PBI3.4820.15
WFC3.4717.56
BK3.049.39
GLW2.9025.03
SU.TO2.8523.16

Fund Basics

Morningstar Overall Rating:
Total Assets:22.28M
Category:Large Value
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:4.14%
5y Avg Return:16.79%
Rank in Category (ytd):95
% Rank in Category (ytd):7.38%
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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