Friday, September 10, 2010

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Berwyn Income (BERIX) Category:   Conservative Allocation Status:   Open to new investors Current Recommendation: NewBuy Pevious Recommendation: None Reason (last updated on 5/20/2009): It is a lower risk high performance conservative allocation fund. During the last bear market, it was down -16.2% from its 5/19/08 high to 11/20/08 low. It is up 14.6% from the low point. It is up 8% YTD. It is out performing its category by 4% (annualized) over last three years. Its trailing 12 month yield is 5.61%. It is transaction fee fund available at Fidelity and Schwab. It carries a short term redemption fee 1% if sold in less than six months. Yahoo Financial Chart, click here Morningstar Profile, click here Subscribe to email alerts for this mutual fund