4 / 5 Stars
5 5 2 4 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#49 in Small Blend
U.S. News evaluated 227 Small Blend 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 26.94 percent over the past year, 14.74 percent over the past three years, 28.20 percent over the past five years, and 9.98 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||14.7%|
|5 Years (Annualized)||28.2%|
|10 Years (Annualized)||10.0%|
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 are Above Average compared to funds in the same category.
Berwyn Fund has an expense ratio of 1.19 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.