3 / 5 Stars
3 2 4 2 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#119 in Large Value
U.S. News evaluated 330 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 23.64 percent over the past year, 15.62 percent over the past three years, 16.79 percent over the past five years, and 7.83 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.1%|
|3 Years (Annualized)||15.6%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||7.8%|
The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. Normally, the fund will invest primarily in equity securities, the majority of which will be issued by large-capitalization and/or mid-capitalization companies (those with market capitalizations greater than the smallest capitalization company included in the S&P MidCap 400 Index at the time the security is purchased). The Advisor may invest in fixed income securities with any credit rating or maturity date. The fund is non-diversified.
Fees are Low compared to funds in the same category.
Berwyn Cornerstone Fund has an expense ratio of 1.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.