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Berwyn (BERWX) Fund Ranking and Research

Ranking, Research and Recommendation of Berwyn (BERWX) Fund

    Last Trade: $29.22 on 3/22/2017, Change: -0.18 (-0.61%)

 

Graph of Berwyn Fund (BERWX) ManagerFund Manager - Robert E. Killen

Fund Manager Information

Fund Manager Tenure: 32.9 years
Fund Family: Berwyn
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Honorable Mentioning: US News (2011),
Killen is the chief executive officer and sole shareholder of the Killen Group. He has been a committee member since 1984. Killen is also president and chairman of the board of the Berwyn Funds. He founded the Killen Group in 1982 and has over 35 years of investment management experience.  Get more insights on Robert E. Killen

 

Graph of Berwyn Fund (BERWX) ProfileBerwyn Fund (BERWX) Profile

Fund Profile and Description

Berwyn Fund seeks to achieve long-term capital appreciation; current income is a secondary consideration. Berwyn Fund invests at least 80% of total value of net assets in equity securities. It doesn't concentrate in any industry more than 25% of total assets. Berwyn Fund is non-diversified.

 

Berwyn (BERWX) Fund Strength What we like about Berwyn (BERWX) Fund

Data for Berwyn Fund (BERWX) as of May 30, 2016

  • Berwyn Fund (BERWX) management has been with Berwyn Fund for 32.9 years
  • Berwyn Fund (BERWX) ratio of up-years vs down years is greater than 2
  • Berwyn Fund (BERWX) has an annual stock turnover rate of 11.00% vs Small Blend average of 52.13%. It is good that Berwyn management does not trade extensively for its return.
  • Berwyn Fund (BERWX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Berwyn Fund (BERWX) Weakness What we are cautious about Berwyn (BERWX) Fund

Data for Berwyn Fund (BERWX) as of May 30, 2016

  • Berwyn Fund (BERWX) has a less-than-ideal short-term performance (1-year return -13.60% vs -5.18% Small Blend category median performance)
  • Berwyn Fund (BERWX) has a less-than-ideal mid-term performance (3-year return -0.77% vs 6.96% Small Blend category median performance)
  • Berwyn Fund (BERWX) has a less-than-ideal Long-term performance (5-year return 4.66% vs 7.84% Small Blend category median performance)
  • Berwyn Fund (BERWX) has a Morningstar rating of 3 and below
  • Berwyn Fund (BERWX) is less safe compared to its Small Blend peers
  • Berwyn Fund (BERWX) does not have a good risk adjusted return as its 3-year Alpha of -10.39 is worse than category average of -4.16, and its 3-year Sharpe ratio is 0.01
  • Berwyn Fund (BERWX) is more volatile than its peers as it has a 3-year Standard Deviation of 14.61 that is higher than category average of 14.58
  • Asset base in Berwyn Fund (BERWX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Berwyn Fund (BERWX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Berwyn2.22-13.60-0.774.66
Voya Small Company W (ISMWX)5.840.399.509.36Compare
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare

See top fund managers for Small Blend Category Funds

 

Compare Berwyn Fund (BERWX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Berwyn Fund (BERWX) Net Asset TrackingBerwyn (BERWX) Fund Net Asset

Track net asset change of Berwyn fund (BERWX)

DateNet Asset
05/2016$124.23M
03/2016$140.53M
02/2016$143.68M
More historic net asset information on Berwyn Fund (BERWX)

  

Graph of Berwyn Fund (BERWX) Portfolio TrackingBerwyn (BERWX) Fund Portfolio Allocation

Track portfolio allocation change of Berwyn fund (BERWX)

DateCashStockBondOther
04/20166.19%93.81%0%0%
01/20168.9%91.1%0%0%
12/20150.67%99.33%0%0%
Click here to see more historic asset allocation information on Berwyn Fund (BERWX)

 

graph of Berwyn Fund (BERWX) Top 10 Position TrackingTop 10 Holdings in Berwyn (BERWX) Fund

Discover what Berwyn Fund (BERWX) manager is buying

Apr 29, 2016
KMG Chemicals, Inc. Common Stoc [4.83%]
Hallmark Financial Services, In [4.74%]
Spartan Motors, Inc. [4.09%]
Mercury Systems Inc [4.01%]
Acco Brands Corporation Common [3%]
Rudolph Technologies, Inc. Comm [2.99%]
Knoll, Inc. Common Stock [2.94%]
Graham Corporation Common Stock [2.9%]
Deltic Timber Corporation Commo [2.82%]
Dime Community Bancshares, Inc. [2.72%]

Jan 30, 2016
KMG Chemicals, Inc. Common Stoc [4.43%]
Hallmark Financial Services, In [4.21%]
Mercury Systems Inc [4.02%]
Hooker Furniture Corporation [3.73%]
Landec Corporation [3.5%]
Dime Community Bancshares, Inc. [3.45%]
Granite Construction Incorporat [3.39%]
Rudolph Technologies, Inc. Comm [3.21%]
Vonage Holdings Corp. Common St [3.14%]
Cedar Realty Trust, Inc. Common [2.84%]

Dec 30, 2015
Hallmark Financial Services, In [4.24%]
Mercury Systems Inc [4.19%]
Granite Construction Incorporat [4.11%]
Hooker Furniture Corporation [4.07%]
KMG Chemicals, Inc. Common Stoc [4.03%]
Myriad Genetics, Inc. [3.99%]
Vonage Holdings Corp. Common St [3.67%]
Dime Community Bancshares, Inc. [3.59%]
Rudolph Technologies, Inc. Comm [3.58%]
Landec Corporation [3.36%]
Click here for Stock Holding Change Map in Berwyn Fund (BERWX)

  

Latest News on Berwyn (BERWX) Fund

See what is happening with Berwyn Fund (BERWX)

 

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

Popular pages on Berwyn (BERWX) Fund

  

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