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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.
Berwyn
Cornerstone Fund Lowers Its Expense Cap
The Berwyn Cornerstone Fund's Advisor has contractually agreed until at
least May 1, 2013 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.
The
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
its use.
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.
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The following
is a summary of recent media coverage and
comments which may be of interest to our visitors:
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.
Wall Street
Newsletter
Summer 2012
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."
Morningstar
Quicktake Report
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."
Money
Magazine
January/February 2012
"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
market."
The
New York Times
January 7, 2012
New
York Times business reporter Tim Gray mentions Berwyn Fund as one
of three of the "better-performing mutual funds" in 2011's fourth
quarter.
Money.USNews.Com
June 1, 2011
In an online piece entitled "50 Best Funds for the Everyday Investor,"
Berwyn Fund is ranked at the top of its category, and is also featured
in a slideshow at the page's link to "11 Funds That Top Their Category."
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Morningstar
Advisor
August, 2012
The
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."
Morningstar.com
E-mail Article
February 15, 2012
In
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."
Morningstar
QuickTake Report
January 31, 2012
In
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."
Reuters Money
August 17,
2011
In
a blog entitled "'Sleep Well' Funds: Where to Invest for a Good
Night's Rest," guest poster Lawrence Carrel, contributing editor
at Kiplinger Personal Finance, asks, "what if you could find a
mutual fund that managed risk by significantly reducing losses
in a down market, that could also capture profits when the market
rallied?" His answer includes Berwyn Income Fund, one of only
three funds listed.
Morningstar
QuickTake Report
August 27, 2010
In
his report headed: "This fund is becoming popular," analyst Greg
Carlson notes that "the fund's experienced management team, proven
approach, and modest costs make it a fine long-term holding."
US
News & World Report (Online)
June 9, 2010
In
a piece entitled "Ease Back Into Stocks With These Funds," author
Ben Baden notes: "Over the past 10 years, the [Berwyn Income]
fund has returned about 9 percent, on average, which places it
in the top 1 percent of its category."
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