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Dec 21: 22.36  Up 0.23 (1.04%)  

Berwyn (BERWX)

BERWYN FUND INC

Net Asset Value:22.36
Trade Time:Dec 21
Change:Up 0.23 (1.04%)
Prev Close:22.36
YTD Return*:18.67%
Net Assets*:126.99M
Yield*:0.12%

* As of 30-Nov-09

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Berwyn (BERWX)

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Fund Basics

Morningstar Overall Rating:
Total Assets:126.99M
Category:Small Value
Total Expense Ratio:%
Fund Profile | Holdings

Performance & Risk

YTD Return:18.67%
5y Avg Return:0.36%
Rank in Category (ytd):220
% Rank in Category (ytd):60.94%
Beta (3y):1.16
Morningstar Risk Rating:Average
Performance Details | Risk Details

Fund Summary

The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration The fund invests at least 80% of total value of net assets in equity securities. It may also invest in investment grade and/or high yield bonds. The fund may invest up to 20% of total assets in fixed income securities, including fixed income securities with convertible features. It invests primarily in securities issued by domestic entities. The fund is nondiversified. View More
Fund Profile

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