Berwyn Income Fund

Class Inv (BERIX)
Scorecard
5 / 5 Stars
Lipper
5 5 5 5 1
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
B (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 28.2 28.2
Stocks 27.18 27.18
Bonds 15.45 15.45
Other 0.0 0.0
Foreign Bonds 2.02 2.02
Foreign Stocks 1.24 1.24
Convertible 11.95 11.95
Preferred 13.95 13.95

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
Newmont Mng Cv 1.25% --- --- 2.56
Tibco Software Cv 2.25% --- --- 2.41
Navistar Intl Corp New Cv 3% --- --- 2.39
Nuance Comms Cv 2.75% --- --- 2.05
Wells Fargo & Co New Pfd --- --- 1.95
Cliffs Natural Resources Inc ADR CLV -34.07 1.82
Hospira 5.6% --- --- 1.67
Peabody Engy Cv 4.75% --- --- 1.59
Public Storage Pfd --- --- 1.54
Wex 144A 4.75% --- --- 1.54

See Also:

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