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Berwyn Cornerstone (BERCX)

16.55 Up 0.03(0.18%) 22 May

Prev Close:16.55
YTD Return*:7.38%
Net Assets*:15.14M
Yield*:1.09%

* As of 28-Feb-13

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

Headlines

  • No Headlines available for BERCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM4.0011.92
HCC3.857.01
DELL3.7138.07
THO3.460.77
HP3.4318.28
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:15.14M
Category:Large Value
Total Expense Ratio:1.25%
Fund Profile | Holdings

Performance & Risk

YTD Return:7.38%
5y Avg Return:4.71%
Rank in Category (ytd):35
% Rank in Category (ytd):2.74%
Beta (3y):1.02
Morningstar Risk Rating:3
Performance Details | Risk Details

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
Fund Profile
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