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 Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Moderately Cons Target Risk % Rank
Year-to-date 4.41 -1.37 -0.52 56
1-Month 0.61 -0.95 -0.50 84
3-Month 2.24 -1.44 -0.79 85
6-Month 4.41 -1.37 -0.52 56
1-Year 14.83 -0.81 3.30 6
3-Year (Annualized) 9.29 0.11 1.99 8
5-Year (Annualized) 11.27 -0.77 1.92 17
10-Year (Annualized) 8.19 0.68 1.71 1

Conservative Allocation Funds

Highest Returns (10-year)

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