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    Berwyn Cornerstone (BERCX)

    15.22 Down 0.13(0.85%) Jan 30
    Prev Close:15.35
    YTD Return*:-0.97%
    Net Assets*:21.52M
    Yield*:0.71%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for BERCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    BK3.16-0.27
    GLW2.940.35
    FE2.850.54
    CCL2.830.62
    MSFT2.830.67

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:21.52M
    Category:Large Value
    Annual Report Expense Ratio (net):1.25%

    Performance & Risk

    YTD Return:-0.97%
    5y Avg Return:10.41%
    Rank in Category (ytd):99
    % Rank in Category (ytd):7.67%
    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
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