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Berwyn Income

BERIX
13.72
-0.02
-0.15%
8/26/2016
5 Years
  • Previous Close

    13.74

  • Net Assets

    1.75B

  • Yield

    2.30%

  • Front load

    None

  • Expenses

    0.64%

  • Category

    Allocation--30% to 50% Equity

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Berwyn

Fund Style

Open

Fund Manager

Robert Killen

Investment Style

Medium Blend

The investment seeks to provide investors with current income; seeking to preserve capital is a secondary consideration. The fund may invest in corporate bonds, U.S. Treasury bills, bonds and notes, debt securities issued by U.S. government agencies, preferred stocks, asset-back securities, mortgage-backed securities, municipal bonds and dividend-paying common stocks, including securities issued by real estate investment trusts ("REITs") and exchange-traded funds ("ETFs"). It invests in securities that the fund's investment advisor believes are undervalued.

Purchase Information

Initial Purchase 1,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 1,000

Inception

9/3/1987

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