Want to Buy Like Bogle? Here are 7 essential investing lessons from Jack Bogle, the founder of Vanguard: [REPORT] Buy Like Bogle.

Berwyn Mutual Funds

This page contains a comprehensive listing of all mutual funds offered by Berwyn. The sortable table below contains information about each mutual fund, including fees, performance, and dividend-related metrics.

Berwyn Key Information

Number of Mutual Funds Offered
Average Expense Ratio
Total Assets
$1.82 Billion
Active Since

Berwyn Mutual Fund Highlights

Most Popular
BERIX $1,657M
in Assets Under Management
Best Performing
BERIX 4.86%
5-Year Return
Oldest Mutual Fund
BERWX 05/04/1984
Inception Date
Newest Mutual Fund
BERCX 05/01/2002
Inception Date

List of Every Mutual Fund Offered by Berwyn

Ticker Mutual Fund Assets ($M) Inception Date Sub-category Fund Type
Ticker Mutual Fund Expense Ratio 12b-1 Fees Redemption Fees Front Load Deferred Load Initial Investment Fund Turnover
Ticker Mutual Fund YTD 1-Month 3-Month 6-Month 1-Year 3-Year 5-Year 10-Year
Ticker Mutual Fund 12 Month Yield 30 Day SEC Yield Dividend Frequency Capital Gains Frequency
Ticker Mutual Fund Number of Holdings Number of Long Holdings Number of Short Holdings % Assets in Top 10
Share This