Berwyn Cornerstone Fund
The Berwyn Cornerstone Fund (BERCX) emphasizes companies with market capitalizations that are mid-cap and large-cap in size. The ability to invest across a broad spectrum of market capitalizations gives BERCX the flexibility to navigate different market environments.
The investment objective of the Berwyn Cornerstone Fund (BERCX) is to achieve long-term capital appreciation; current income is a secondary consideration.
Fund Portfolio Composition
AS OF MARCH 31, 2017
PerformancePerformance data quoted here represents past performance. Past performance is no guarantee of future results. Investment fund and principal value of an investment will fluctuate, so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance data cited. Current month end data is available at www.chartwellip.com. Returns for less than a year are not annualized. A redemption fee of 1.00% will be imposed on redemptions of Fund shares owned less than 30 days.
¹ S&P 500: Standard & Poor’s 500, an Index of the 500 largest companies as measured by market capitalization.
² S&P 400: Standard & Poor’s 400, an Index designed to measure the performance of 400 selected companies with a mid-sized market capitalization.
Investors cannot invest directly in an index.
Top Ten Holdings
AS OF MARCH 31, 2017
Figures unaudited. For informational purposes only. Holdings are subject to change at any time.
Fund Dividend Information
Please visit our dedicated Fund Distributions Page for more information on the Berwyn Cornerstone Fund’s annual dividends.
Investing in any mutual fund involves risk, including the risk that you may lose all or part of the money you invest. The Fund is a non-diversified fund which may present greater risks than investing in a diversified fund. It invests in equity securities which carry the potential for unpredictable drops in value and periods of lackluster performance. The Fund typically invests in securities that are considered undervalued by the Advisor. This may result in the Fund being invested in lesser-known companies or those out of favor with other investors. There is the chance these securities remain out of favor or not generally recognized by the market.
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