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    Berwyn (BERWX)

    28.86 Up 0.13(0.45%) Aug 31
    Prev Close:28.73
    YTD Return*:-6.83%
    Net Assets*:254.88M
    Yield*:N/A

    * As of 31-Jul-15

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

    Headlines

    ยป More Headlines for BERWX

    Top Holdings

    Symbol% AssetsYTD Return %
    HALL3.41N/A
    HOFT3.25N/A
    LNDC3.03N/A
    KMG2.94N/A
    AEIS2.82N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:254.88M
    Category:Small Blend
    Annual Report Expense Ratio (net):1.16%

    Performance & Risk

    YTD Return:-6.83%
    5y Avg Return:11.00%
    Rank in Category (ytd):97
    % Rank in Category (ytd):12.06%
    Beta (3y):1.16
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. The fund invests primarily in equity securities that offer potential for capital appreciation. Under normal market conditions, at least 80% of the value of its net assets will be invested in equity securities. The maximum that the fund will invest in any one industry will be 25% of the value of its total assets. The fund is non-diversified. View More
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