“Earned Their Keep”

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 eight 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.”

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.

You are about to leave The Berwyn Funds’ website. 

This is not an investment recommendation or a solicitation to become a client of Chartwell Investment Partners, LLC.

By accepting you will be leaving the Berwyn Funds website. Berwyn Funds are distributed by IMST Distributors, LLC. 
IMST Distributors, LLC is a FINRA registered broker-dealer.

Accept Cancel