Both the financial and general media often cover and discuss activities pertaining to The Berwyn Funds. We like to share these with our visitors, as well as other commentary of a general interest to investors.
Cornerstone Fund Lowers Its Expense Cap
The Berwyn Cornerstone Fund's Advisor has contractually agreed until at
least May 1, 2015, to cap Fund expenses at 1.25% of the Fund's average
daily net assets. The cap had previously been 2.0%. Refer to the Prospectus
link on our Literature
page for full details.
excerpts from the various publications are for informational purposes
only and should not be used or construed as an offer to sell, a solicitation
of an offer to buy, or a recommendation for any security. There is no
guarantee that the information supplied is accurate, complete, or timely,
nor are there any warranties with regard to the results obtained from
Past performance is not a guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For performance information current to
the most recent month end please visit the “Price and Performance” section of the website.
Total returns include the reinvestment of all dividends, interest and other
distributions, compounded daily. Returns for The Berwyn Funds are before taxes and net of all advisory and commission charges. Three year, five year and ten year returns are annualized.
An investor should consider each fund's investment objectives, risks, charges and expenses before investing. The fund's prospectus contains this and other relevant information, and should be read carefully before investing. A prospectus may be downloaded from the Fund Literature page of this Web site, or by calling the following toll-free number: 1-800-992-6757.
is a summary of recent media coverage and
comments which may be of interest to our visitors:
December 1, 2014
In the article, "Six Small-Cap Funds With Headroom," author Dan Culloton cites the Berwyn Fund as a Morningstar small-cap medalist that remains open and has some capacity. Dan further states that the Berwyn Fund “has tended to perform like a higher-quality fund, holding up well in rough markets, such as 2008 and 2011, and lagging in the latter stages of buoyant ones, such as 2006 and recent years.”
July 21, 2014
This article was published in the July 2014 Fund Spy: Morningstar Medalist Edition.
In the article, "The Few, the Proud, the 30-Year Veterans With Good Results," author Dan Culloton cites the Berwyn Fund as one of six Morningstar Medalist funds with remarkable longevity and results.
May 6, 2014
The Berwyn Fund (BERWX), our flagship small-cap value fund, celebrated its 30th anniversary on May 4th, 2014. BusinessWire.com issued a press release to commemorate the milestone.
April 16, 2014
In the article, "Small Fund Firms, Strong Stewards," author Adam Zoll cites The Berwyn Funds as one of the firms with good stewardship and reasonable fees that can come in small packages. Additionally, he quotes Greg Carlson, Morningstar's analyst, stating, "The firm has been shareholder-friendly, charging expense ratios that are reasonable given their modest asset bases." Zoll references, "Carlson also likes the fact that the fund's management team invest heavily in its three funds."
CNN Money Magazine
Investor's Guide 2013
The Money 70 list of best mutual funds and ETFs names the Berwyn Fund (BERWX) in the Small Cap Actively Managed Funds category.
Benjamin Shepard's Wall Street Newsletter, Volume 21, Number 8,
recently featured the Berwyn Fund (BERWX) in an article entitled, "Extraordinary Value." Said analyst Ari Charney, "Berwyn
Fund's long-term outperformance and careful attention to risk
mitigation make it an ideal holding for investors who need to
fill out their portfolio's small-cap sleeve."
February 1, 2012
Analyst Greg Carlson notes that, "Berwyn Fund looks bold, but
its managers have a firm handle on risk" and "have a long history
of managing the downside well." Carlson concludes, "This fund
deserves more attention from investors."
New York Times
"Funds You Can Count On," by Susie Poppick, lists Berwyn Fund
in its MONEY 70 recommended list of mutual and exchange-traded
funds. Berwyn, says the author, "seeks very small companies with
strong balance sheets that are temporarily undervalued by the
January 7, 2012
York Times business reporter Tim Gray mentions Berwyn Fund as one
of three of the "better-performing mutual funds" in 2011's fourth
September 24, 2014
This article was published September 24th, 2014, on Morningstar.com
In the article, "These Allocation Funds Have Earned Their Keep," author Christine Benz cites the Berwyn Income Fund as one of 8 funds from 300 allocation funds that have 10-year records and have beaten the plain-vanilla balanced index. Christine states, "Just eight funds have both higher 10-year returns and a lower standard deviation than the index."
June 30, 2014
This article was published in the June 2014 issue of Morningstar FundInvestor.
In the article, "Fantastic 48," author Russell Kinnel cites the Berwyn Income Fund as one of 48 funds with good stewardship, low costs and manager tenure out of more than 7,000 tested. He's quoted as saying, "This is a nice little conservative-allocation fund that keeps chugging along."
February 2, 2014
In the article, "Readers' Favorite 'Easy-to-Own' Investments," author Christine Benz recently polled her readers for their investment choices and references the Berwyn Income Fund as one of the readers' top picks as a "sleep-at-night" investment.
January 2, 2014
In the article, "The 11 Top Performers From 2013,” author Russ Kinnel recognizes the Berwyn Income Fund as one of the top-percentile performing funds in its category, noting “This fund flourished despite having a 30% ceiling on its stock weighting. Strong stock selection with names like Pitney Bowes (PBI) and Methode Electronics (MEI) helped Berwyn Income make up ground on its peers. In addition, the fund's bond portfolio really outperformed because it favors corporate bonds over Treasuries.”
October 7, 2013
In the article "Conservative Funds for Troubled Times" author Russel Kinnel references The
Berwyn Income Fund as one of five highlighted funds, noting "Silver-rated Berwyn Income is a nice steady option that has generally stayed below investors' radar."
Berwyn Income Fund (BERIX) was recently featured in the August/September
2012 issue of Morningstar Advisor magazine. In the section
Investments à la Carte, BERIX is mentioned in "Four
Picks for the Present."
February 15, 2012
the article "Diving for Worthy IRA Picks," author Christine Benz
includes Berwyn Income Fund as one of three highlighted funds,
noting its managers' "attention to valuation and downside protection."
January 31, 2012
a report entitled, "A fine balance of risk taking and prudence,"
Morningstar analyst Greg Carlson mentions that Berwyn Income Fund's
"prudence and solid stewardship are paying off for investors."