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Berwyn Fund

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BERWX:US
NASDAQ GM
31.20
USD
0.19
0.61%
As of 09:29:30 ET on 07/02/2015.
Volume
0
Previous Close
31.39
52Wk Range
29.41 - 33.57
1 Yr Return
-8.40%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/02/2015)
31.2
Total Assets (m USD) (on 07/02/2015)
274.431
Inception Date
05/04/1984
Last Dividend (on 12/30/2014)
0.2707
Dividend Indicated Gross Yield
-
Fund Managers
ROBERT E KILLEN / LEE S GROUT
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
1.00%
12b-1 Fee
0.00%
Current Mgmt Fee
1.00%
Expense Ratio
1.16%
Top Fund Holdings
Name Position Value % of Fund
Fidelity Institutional Money M 15.19 m 15.19 m 5.06
KMG Chemicals Inc 373.85 k 10.95 m 3.65
Hooker Furniture Corp 387.03 k 9.85 m 3.28
Hallmark Financial Services In 856.97 k 9.50 m 3.16
Knoll Inc 393.90 k 8.97 m 2.99
Landec Corp 617.50 k 8.77 m 2.92
Advanced Energy Industries Inc 357.02 k 8.73 m 2.91
Granite Construction Inc 244.89 k 8.50 m 2.83
FreightCar America Inc 323.88 k 8.45 m 2.81
Vonage Holdings Corp 1.73 m 8.02 m 2.67
Profile
Berwyn Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation. Current income is a secondary consideration. The Fund invests primarily in equity securities the advisor believes are undervalued. Up to 20% of the value of the Fund's net assets may be invested in fixed income securities, including convertible fixed income securities.
ADDRESS
Berwyn Funds
1189 Lancaster Avenue
Berwyn, PA 19312
USA
PHONE
1-800-992-6757