Berwyn Cornerstone Financials

BERCX Fund  USD 16.78  0.08  0.47%   
You can use fundamental analysis to find out if Berwyn Cornerstone is mispriced or if you can make any profits on it by purchasing it and then waiting for the market to recognize its mistake and reprise the security. We were able to break down sixteen available fundamental indicators for Berwyn Nerstone Fund, which can be compared to its peers. The fund experiences a normal downward trend and little activity. Check odds of Berwyn Cornerstone to be traded at $16.61 in 90 days.
  
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.

Berwyn Cornerstone Fund Summary

Berwyn Cornerstone competes with Transamerica High, Ab High, Msift High, Ab High, and Aqr Alternative. The fund will invest at least 80 percent of its net assets in common stocks of mid-capitalization U.S. companies. Chartwell Mid is traded on NASDAQ Exchange in the United States.
Specialization
Mid-Cap Value, Large
InstrumentUSA Mutual Fund View All
ExchangeNMFQS Exchange
Business AddressChartwell Funds
Mutual Fund FamilyCarillon Family of Funds
Mutual Fund CategoryMid-Cap Value
BenchmarkDow Jones Industrial
Phone888 995 5505
CurrencyUSD - US Dollar

Berwyn Cornerstone Key Financial Ratios

Berwyn Financial Ratios Relationships

Comparative valuation techniques use various fundamental indicators to help in determining Berwyn Cornerstone's current stock value. Our valuation model uses many indicators to compare Berwyn Cornerstone value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Berwyn Cornerstone competition to find correlations between indicators driving Berwyn Cornerstone's intrinsic value. More Info.
JavaScript chart by amCharts 3.21.15AGDAXBERCX 00.51.01.5 0102030405060
Berwyn Nerstone Fund is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about  0.11  of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Berwyn Nerstone Fund is roughly  9.40 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Berwyn Cornerstone's earnings, one of the primary drivers of an investment's value.

Berwyn Cornerstone Systematic Risk

Berwyn Cornerstone's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Berwyn Cornerstone volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was fifteen with a total number of output elements of fourty-six. The Beta measures systematic risk based on how returns on Berwyn Cornerstone correlated with the market. If Beta is less than 0 Berwyn Cornerstone generally moves in the opposite direction as compared to the market. If Berwyn Cornerstone Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Berwyn Cornerstone is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Berwyn Cornerstone is generally in the same direction as the market. If Beta > 1 Berwyn Cornerstone moves generally in the same direction as, but more than the movement of the benchmark.
JavaScript chart by amCharts 3.21.15Dec2025FebJan 20Jan 27FebFeb 10Feb 17Feb 2416.816.917.017.117.217.3 0.951.001.05 0.20.30.40.50.60.70.80.9 42.5K43K43.5K44K44.5K Show all
JavaScript chart by amCharts 3.21.15Berwyn Cornerstone Volume Berwyn Cornerstone Closing Prices Dow Jones Industrial Closing Prices - Benchmark Berwyn Cornerstone Beta
Berwyn Nerstone Fund is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Mid-Cap Value category is currently estimated at about 11.5 Billion. Berwyn Cornerstone adds roughly 38.55 Million in net asset claiming only tiny portion of funds under Mid-Cap Value category.
JavaScript chart by amCharts 3.21.15OthersAGDAXAGDZXQRPNXAHYMXBERCX

Berwyn Cornerstone February 28, 2025 Opportunity Range

Along with financial statement analysis, the daily predictive indicators of Berwyn Cornerstone help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Berwyn Nerstone Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Berwyn Nerstone Fund based on widely used predictive technical indicators. In general, we focus on analyzing Berwyn Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Berwyn Cornerstone's daily price indicators and compare them against related drivers.

Other Information on Investing in Berwyn Mutual Fund

Berwyn Cornerstone financial ratios help investors to determine whether Berwyn Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Berwyn with respect to the benefits of owning Berwyn Cornerstone security.
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