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Berwyn Fund (BERWX)

Fund performance review and position details on Berwyn Fund (BERWX)

    Last Trade: $ on , Change: (0%)

Berwyn Fund (BERWX) HighlightBerwyn Fund (BERWX) Fund Summary

Berwyn Fund (BERWX) statistics as of May 30, 2016

Category: Small Blend
Fund Family: Berwyn
Net Asset: $124.23M
Yield: 0%
Year-to-Date Return: 2.22%
Morningstar rating: 2

 

Berwyn Fund (BERWX) CostBerwyn Fund (BERWX) Cost

Berwyn Fund (BERWX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Small Blend average): 1.22% (1.22%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 11.00%

 

Berwyn Fund (BERWX) PerformanceBerwyn Fund (BERWX) Performance

Most current Berwyn Fund (BERWX) Performance

1-month Performance (Small Blend category median performance): -1.13% (1.79%)
3-month Performance (Small Blend category median performance): 6.87% (10.88%)
1 Year Performance (Small Blend category median performance): -13.60% (-5.18%)
3 Year Performance (Small Blend category median performance): -0.77% (6.96%)
5 Year Performance (Small Blend category median performance): 4.66% (7.84%)
Number of Years of positive return: 23 years
Number of Years of negative return: 8 years
3 year Alpha (Small Blend category average): -10.39 (-4.16)
3 year Beta (Small Blend category average): 0.96 (1.06)
3 year Sharpe Ratio: 0.01
3 year Treynor: -0.88

Berwyn Fund (BERWX) topholdingTop Stock Holdings in Berwyn Fund (BERWX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
KMG Chemicals, Inc. Common Stoc4.83%0.00%
Hallmark Financial Services, In4.74%0.00%
Spartan Motors, Inc.4.09%0.00%
Mercury Systems Inc4.01%0.00%
Acco Brands Corporation Common 3%0.00%
Rudolph Technologies, Inc. Comm2.99%0.00%
Knoll, Inc. Common Stock2.94%0.00%
Graham Corporation Common Stock2.9%0.00%
Deltic Timber Corporation Commo2.82%0.00%
Dime Community Bancshares, Inc.2.72%0.00%
*Note: The price change will reset to 0 after the midnight

 

Berwyn Fund (BERWX) Portfolio AllocationBerwyn Fund (BERWX) Fund Portfolio Allocation

Berwyn Fund (BERWX) Fund Portfolio Allocation data as of 04/2016

Stock93.81%
Bond0%
Cash6.19%
Other0%

 

Berwyn Fund (BERWX) CompareCompare with other Small Blend category mutual funds

Below are some additional Small Blend mutual funds generated out of our database

Fund1 Year3 year5 year
Berwyn-13.60-0.774.66
Voya Small Company W (ISMWX)0.399.509.36 Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)-1.7410.7010.01 Compare
CRM Small Cap Value Instl (CRISX)-1.578.116.99 Compare

See top fund managers for Small Blend Category Funds

 

Berwyn Fund (BERWX) PerformanceOther Financial Data Web Sites on Berwyn Fund (BERWX)

Addition research sites for Berwyn Fund (BERWX)

 

Berwyn Fund (BERWX) Related ResourcesSee more information on Berwyn (BERWX) Fund

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