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    Berwyn Cornerstone (BERCX)

    14.10 Down 0.10(0.70%) Aug 3
    Prev Close:14.20
    YTD Return*:-7.71%
    Net Assets*:18.60M
    Yield*:0.76%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for BERCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CCL3.73N/A
    SNE3.58N/A
    EXC3.23N/A
    CA3.22N/A
    DVN3.15N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:18.6M
    Category:Large Value
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-7.71%
    5y Avg Return:9.94%
    Rank in Category (ytd):100
    % Rank in Category (ytd):7.03%
    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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