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Berwyn Fund

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BERWX:US
NASDAQ GM
29.25
USD
0.01
0.03%
As of 09:29:30 ET on 08/04/2015.
Fund Type
Open-End Fund
52Wk Range
28.92 - 33.31
1 Yr Return
-6.82%
YTD Return
-7.99%
Previous Close
29.24
52Wk Range
28.92 - 33.31
1 Yr Return
-6.82%
YTD Return
-7.99%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 08/04/2015)
29.25
Total Assets (m USD) (on 08/03/2015)
250.307
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 14.83 m 14.83 m 5.06
KMG Chemicals Inc 339.91 k 10.10 m 3.44
Hallmark Financial Services In 851.97 k 9.46 m 3.22
Hooker Furniture Corp 369.03 k 9.33 m 3.18
Wells Fargo Advantage Heritage 8.85 m 8.85 m 3.02
Advanced Energy Industries Inc 302.69 k 8.63 m 2.94
Landec Corp 592.94 k 8.47 m 2.89
Stillwater Mining Co 562.22 k 8.15 m 2.78
Knoll Inc 356.90 k 8.12 m 2.77
Granite Construction Inc 213.55 k 7.66 m 2.61
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