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Berwyn Income

BERIX
12.74
-0.04
-0.31%
2/5/2016
5 Years
  • Previous Close

    12.78

  • Net Assets

    1.68B

  • Yield

    2.44%

  • Front load

    None

  • Expenses

    0.61%

  • Category

    Conservative Allocation

  • Morningstar Risk

    Below Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Berwyn

Fund Style

Open

Fund Manager

Robert Killen

Investment Style

Medium Value

The investment seeks to provide investors with current income while seeking to preserve capital by taking, in the opinion of the Advisor, reasonable investment risks. The fund invests only in the corporate bonds of those issuers that, in the opinion of the Advisor, have sufficient net worth and operating cash flow to repay principal and make timely interest payments. It may invest in corporate bonds, U.S. Treasury bills, bonds and notes, debt securities issued by U.S. government agencies, preferred stocks, asset-backed securities, mortgage-backed securities, municipal bonds and dividend-paying common stocks.

Purchase Information

Initial Purchase 3,000
Initial Purchase: IRA 1,000
Initial Purchase: AIP 3,000

Inception

9/3/1987

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