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NEW AT THE BERWYN FUNDS |
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Berwyn Fund,
founded in 1984, is a
no-load equity mutual fund. It offers investors a diversified portfolio of mostly small-cap stocks selected in accordance with The Killen Group’s value style, which emphasizes undervalued, temporarily
out-of-favor securities such as turnaround situations, companies selling below their intrinsic worth and stocks that are overlooked by Wall Street. We believe a diversified portfolio of such securities will, over time, provide superior long term performance while reducing
market volatility.
A Value Fund seeking long-term
growth through capital gains:
no-load equity mutual fund. It offers investors a diversified portfolio of mostly small-cap stocks selected in accordance with The Killen Group’s value style, which emphasizes undervalued, temporarily
out-of-favor securities such as turnaround situations, companies selling below their intrinsic worth and stocks that are overlooked by Wall Street. We believe a diversified portfolio of such securities will, over time, provide superior long term performance while reducing
market volatility.
A Value Fund seeking long-term
growth through capital gains:
- Undervalued common stocks that offer the potential
for long-term
capital appreciation; - Low price to earnings, price to book and/or cash flow ratios;
- Diversified portfolio of common stocks with
advantageous risk/
reward characteristics.
For investors
desiring a high level of current income while maintaining some potential
for capital appreciation, no-load Berwyn Income Fund has filled a unique
role since 1987. It, too, is managed utilizing The Killen Group’s value-oriented
security selection process. While the majority of Berwyn Income Fund’s
portfolio is invested in bonds, it may invest up to 30% of its assets
in dividend-paying common stocks. The fund’s balanced, income-oriented
approach affords a greater level of price stability than an all equity
portfolio.
Current income consistent with
preservation of purchasing power:
Current income consistent with
preservation of purchasing power:
- Income comparable to traditional
bond funds; - Up to 30% of assets in dividend-paying common stocks;
- Above average total returns with reduced volatility;
- Quarterly distribution of dividends;
- Appreciation potential;
- Value-oriented investment approach.
Berwyn Cornerstone
Fund is a no-load equity mutual fund adhering to The Killen Group's time-tested
style of seeking undervalued investments. It is the newest fund in the
Berwyn family, having been founded in May 2002. Berwyn Cornerstone Fund
emphasizes companies with market capitalizations considered by most investors
to be mid-cap and large-cap in size. The ability to invest across a broad
spectrum of market capitalizations gives this fund the flexibility to
navigate different market environments.
A Value Fund seeking long-term
growth through capital gains:
A Value Fund seeking long-term
growth through capital gains:
- Emphasizes mid-cap and
large-cap companies; - Strictly adheres to undervalued selection criteria;
- Advisor has practiced its value style of management
for more than
two decades; - Annual operating expenses
capped at 1.25% until at least 5/1/2013.
PRICES AS OF THE CLOSE
OF TRADING - 05/17/13
OF TRADING - 05/17/13
| TICKER | PRICE | CHANGE |
| BERWX | $36.76 | +.38 |
| TICKER | PRICE | CHANGE |
| BERIX | $14.10 | +.08 |
| TICKER | PRICE | CHANGE |
| BERCX | $16.45 | +.22 |
