| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
5
5
2
4
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
B+
(Buy)
|
#31 in Small Blend
U.S. News evaluated 218 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 19.10 percent over the past year, 13.05 percent over the past three years, 9.07 percent over the past five years, and 12.20 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.7% |
| 1 Year | 19.1% |
| 3 Years (Annualized) | 13.0% |
| 5 Years (Annualized) | 9.1% |
| 10 Years (Annualized) | 12.2% |
Summary
The investment seeks to achieve long-term capital appreciation; current income is a secondary consideration. The fund invests primarily in equity securities that offer potential for capital appreciation. Under normal market conditions, at least 80% of the value of its net assets will be invested in equity securities. The maximum that the fund will invest in any one industry will be 25% of the value of its total assets. The fund is non-diversified.
Fees
Fees are Above Average compared to funds in the same category.
Berwyn Fund has an expense ratio of 1.19 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
