BERWX (Berwyn Fund)
Net Asset Value: 29.25 1-Day Return: 0.21 (0.72%) YTD Return as of 5/23/12:Up 1.70%

Classification: Small-Cap Value   Objective: Growth & Income   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 5/23/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 1.70 -1.18 20.73 1.95 7.77
Classification 3.23 -5.19 17.58 -1.08 6.11
Index (S&P 500) 5.80 2.30 16.50 -0.70 3.90
% Rank in Class (1-best,100=worst)801610812

Fund Stats

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Investment Objective:Growth & Income
Net Assets ($Mil)281.80
Inception Date:5/4/84
Manager Name, TenureTeam Managed, NA
Expense Ratio: 1.21%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 3/31/12)

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Company NameSymbol% Net Assets
Vasco Data Security International Inc Ord VDSI 3.60
Fair Isaac Corp Ord FICO 3.60
Vaalco Energy Inc Ord EGY 3.58
Encore Wire Corp Ord WIRE 3.04
Rudolph Technologies Inc Ord RTEC 2.92
Us Ecology Inc Ord ECOL 2.91
Graham Corp Ord GHM 2.90
Plexus Corp Ord PLXS 2.88
Sanderson Farms Inc Ord SAFM 2.78
Winnebago Industries Inc Ord WGO 2.77
% of Total Holdings 30.98

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