Fantastic 48

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.”

The 48 funds that made the list passed a stringent set of selection criteria. To qualify, a fund must have:

  • Beaten the fund’s benchmark since the start date of the longest-tenured manager
  • Expense ratios in the cheapest quintile of the category
  • A manager with at least five years’ worth of experience
  • A Morningstar Analyst Rating of Bronze or better
  • A positive parent organization rating
  • At least one manager who has at least $500,000 invested in the fund
  • An overall Morningstar Risk that is not “High”
  • Not been limited to institutional investors

The thoughts and opinions expressed in the article are solely those of the person speaking.  The discussion of individual companies should not be considered a recommendation of such companies by the Fund’s investment adviser.  The discussion is designed to provide a reader with an understanding of how the Fund’s investment adviser manages the Fund’s portfolio.  There can be no assurance with regard to future market movements. Mutual fund investing involves risk.  Principal loss is possible.  The Fund’s investment objectives, risks, charges and expenses must be considered carefully before investing.  The prospectus contains this and other important information about the Fund and may be obtained by calling 888-995-5505.  Read it carefully before investing.  Distributed by IMST Distributors, LLC.  The Fund may invest in small and mid cap companies, which involves additional risks such as limited liquidity and greater volatility.

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