Our Funds

Berwyn Fund

Berwyn Fund

Berwyn Fund, incepted in 1984, is a no-load equity mutual fund. It offers investors a diversified portfolio of 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 may be overlooked by Wall Street. We believe a diversified portfolio of these 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.

Berwyn Income Fund

Berwyn Income Fund

For investors desiring current income while maintaining some potential for capital appreciation, no-load Berwyn Income Fund has filled a unique role since its inception in September 1987.  This fund is also 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 may afford a greater level of price stability than an all equity portfolio.

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

Berwyn Cornerstone Fund

Berwyn Cornerstone Fund is a no-load equity mutual fund that adheres to The Killen Group’s time-tested style of seeking undervalued investments.  Incepted 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:

– 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 5/1/2016.

Additional Information


The Killen Group, Inc.

1189 Lancaster Avenue

Berwyn, PA 19312





Ultimus Fund Distributors, LLC

225 Pictoria Drive, Suite 450

Cincinnati, OH 45246

Transfer Agent

Ultimus Fund Solutions, LLC

P.O. Box 46707

Cincinnati, OH 45246

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