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Berwyn Fund (BERWX)

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Berwyn historical data, for real-time data please try another search

23.49 -0.11 -0.47%

26/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 85.48M

Type: Fund

Market: United States

Issuer: Chartwell Investment Partners

Asset Class: Equity

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BERWX Overview

Find basic information about the Berwyn Fund mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add BERWX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change - 0%

Prev. Close23.6

Risk Rating

TTM Yield0%

ROE10.21%

IssuerChartwell Investment Partners

Turnover27%

ROA4.08%

Inception Date30806

Total Assets85.48M

Expenses1.22%

Min. Investment1,000

Market Cap2.24B

CategorySmall Blend

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	969	969	1060	1132	1354	2165
Fund Return	-3.12%	-3.12%	6.03%	4.23%	6.25%	8.03%
Place in category	731	731	637	555	512	310
% in Category	90	90	84	91	95	80

Top Equity Funds by Chartwell Investment Partners

	Name	Rating	Total Assets	YTD%	3Y%	10Y%
	Berwyn Income		267.54M	2.51	8.50	5.25
	Chartwell Small Cap Value I		40.44M	8.77	8.02	8.65

Top Funds for Small Blend Category

Name	Total Assets	YTD%	3Y%	10Y%
Vanguard Small Cap Index Adm	61.57B	7.49	13.64	12.01
Fidelity Small Cap Index Instl Pre	29.73B	6.21	13.26	11.43
Vanguard Small Cap Index I	22.89B	7.49	13.65	12.03
DFA US Small Cap I	17.36B	8.17	12.39	11.48
Vanguard Small Cap Index InstlPlus	14.67B	7.49	13.66	12.04

Top Holdings

Name	ISIN	Weight %	Last	Change %
ITT Inc	-	2.17	-	-
Mantech International Corp Class A	-	1.94	-	-
Integrated Device Technology Inc	-	1.82	-	-
Rush Enterprises Inc A	-	1.81	-	-
Knoll Inc	-	1.81	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Strong Sell	Strong Sell	Strong Sell
Technical Indicators	Sell	Strong Sell	Strong Sell
Summary	Strong Sell	Strong Sell	Strong Sell

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Recent Quotes

Name	Price	Chg.	Chg. %
Berwyn	23.49	-0.11	-0.47%
DuoPlus	57.650	+0.150	+0.26%
INGC	126.80	0.00	0.00%
6552	27.05	+0.65	+2.46%
QBL	19.30	0.00	0.00%