Berwyn Cornerstone Fund

Class Inv (BERCX)
Scorecard
3 / 5 Stars
Lipper
3 3 4 2 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 9.54 9.54
Stocks 83.38 83.38
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 7.08 7.08
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

Ticker YTD Return % % Net Assets
Harman International Industries, Inc. HAR 27.97 3.87
Helmerich & Payne, Inc. HP 17.8 3.55
Pitney Bowes Inc PBI 10.98 3.49
Jacobs Engineering Group Inc JEC -4.11 3.35
Wells Fargo & Co WFC 2.31 3.32
Dover Corporation DOV -1.23 3.31
Bank of New York Mellon Corp BK -8.36 3.29
CA, Inc. CA -0.77 3.25
Adtran, Inc. ADTN -4.44 3.08
JPMorgan Chase & Co JPM -3.23 3.0

See Also:

Top Berwyn Funds