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Home > Financial Services > Mutual Funds > Berwyn
Berwyn
Berwyn Fund was founded in 1984, is a no-load equity mutual fund. It offers investors a diversified portfolio of mostly small-to mid-cap stocks selected in accordance with The Killen Group's value style, which emphasizes undervalued, temporarily out-of-favor securities. They believe a diversified portfolio of such securities will, over time, provide superior long term performance while reducing market volatility.
Berwyn Fund seeks to achieve long-term capital appreciation; current income is secondary. The fund normally invests at least 80% of assets in common stocks; up to 20% may be invested in fixed-income securities. Although non-diversified, the fund's initial investment in any single issuer must comprise less than 5% of assets and initial investment in any one industry must comprise less than 20% of assets. The fund intends to invest less than 25% of assets in any one industry at any time. It only invests in corporations which have been in business for at least five years, and are listed on the national exchanges and on the over-the-counter-market. The fund may invest in real estate investment trusts. The Net Asset Value is 31.57 dollars.
The Berwyn Cornerstone Fund seeks to achieve long-term capital appreciation. This Fund invests at least 80% of its net assets in common stocks and up to 20% of its net assets in fixed income securities. This Fund is a non-diversified fund with a Net Asset Value of 14.03 Berwyn Income Fund seeks current income consistent with preservation of capital. The fund normally invests in corporate debt, preferred stocks, U.S. government debt, and common stocks paying cash dividends. It may invest 100% of assets in high-yield corporate-debt securities, but limits investment in common stocks to no greater than 30% of assets. It only invests in common stock issuers listed on the national exchanges and on the over-the-counter market that have been in business for at least 5 years and have at least $10 million in assets. The fund closed to new investors on August 16, 1995.
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