Dow Down 1.29% Nasdaq Down 3.25%

Berwyn Cornerstone (BERCX)

12.57 Down 0.12(0.95%) Feb 5
Prev Close:12.69
YTD Return*:-5.33%
Net Assets*:15.68M
Yield*:0.97%

* As of 31-Jan-16

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

Headlines

  • No Headlines available for BERCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CA3.47N/A
PBI3.39N/A
FLIR3.34N/A
GM3.30N/A
JEC3.24N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:15.68M
Category:Large Value
Annual Report Expense Ratio (net):1.25%

Performance & Risk

YTD Return:-5.33%
5y Avg Return:3.57%
Rank in Category (ytd):49
% Rank in Category (ytd):3.56%
Beta (3y):0.94
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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