Berwyn Income Fund

Class Inv (BERIX)
Scorecard
5 / 5 Stars
Lipper
5 5 5 5 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
5 / 5 Stars
TheStreet.com
A- (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 28.1 28.1
Stocks 25.2 25.2
Bonds 16.34 16.34
Other 0.0 0.0
Foreign Bonds 2.21 2.21
Foreign Stocks 2.11 2.11
Convertible 13.29 13.29
Preferred 12.75 12.75

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Newmont Mng Cv 1.25% --- --- 2.63
Tibco Software Cv 2.25% --- --- 2.31
Illumina 144A Cv 0.25% --- --- 2.17
Archer Daniels Midland Cv 0.875% --- --- 2.13
Best Buy 5.5% --- --- 2.04
Cliffs Natural Resources Inc. ADR CLV -11.94 1.97
Peabody Engy Cv 4.75% --- --- 1.82
Wex 144A 4.75% --- --- 1.75
Hospira 5.6% --- --- 1.69
Nokia 6.625% --- --- 1.57

See Also:

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