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Home > Investing > BERIX > Summary

Berwyn Income
(BERIX)

12.71USD   Up0.04 (0.32%)   
On Feb 10
 Berwyn Income Delayed quote data 
Net Asset Value: 12.71
Trade Time:Feb 10
Change:Up0.04 (0.32%)
Prev Close:12.67
YTD Return*:28.25%
Net Assets*:641.19M
Yield*:4.66%
* As of 30-Nov-09		[Chart]
3m  6m  1y  2y  5y  max 
Add BERIX to Portfolio   Download Data

HEADLINES

 
•Award-Winning Funds: Balanced - SmartMoney.com  - Tue 9:38PM
•As Stocks Rise, Consider Getting Conservative - TheStreet.com  - Wed, Aug 12
» More Headlines for BERIX...

FUND BASICS

30-Nov-09
Total Assets:641.19M
Category:N/A
Morningstar Overall Rating:5 stars
» Fund Profile» Holdings

PERFORMANCE & RISK

30-Nov-09
YTD Return:28.25%
5y Avg Return:6.66%
Rank in Category (ytd):63
% Rank in Category (ytd):N/A
Beta (3y):0.60
Morningstar Risk Rating:Average
» Performance Details» Risk Details

FUND SUMMARY

 
The investment seeks current income consistent with preservation of capital. The fund invests in corporate debt, preferred stocks, U.S. government debt, and common stocks paying cash dividends. It may invest 100% of total assets in lower rated, high-yield bonds. It limits investment in common stocks to no greater than 30% of total assets.
» Fund Profile