Berwyn Cornerstone Financials
| BERCX Fund | USD 20.34 0.02 0.1% |
Berwyn |
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 Bbh Intermediate, Ab Bond, California Bond, Rational/pier, and Ambrus Core. The fund will invest at least 80 percent of its net assets in common stocks of mid-capitalization U.S. companies. It generally invests in companies that its sub-adviser believes to be undervalued. The subadvisers investment approach relies heavily on valuation history to identify opportunities and prioritizes companies with durable businesses, strong balance sheets, and improving fundamental prospects.Specialization | Mid-Cap Value, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| Business Address | Chartwell Funds |
| Mutual Fund Family | Carillon Family of Funds |
| Mutual Fund Category | Mid-Cap Value |
| Benchmark | Dow Jones Industrial |
| Phone | 888 995 5505 |
| Currency | USD - 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.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.
Incorrect Input. Please change your parameters or increase the time horizon required for running this function. The output start index for this execution was zero with a total number of output elements of zero. 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.
Berwyn Cornerstone November 29, 2024 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.
| Downside Deviation | 0.705 | |||
| Information Ratio | (0) | |||
| Maximum Drawdown | 4.31 | |||
| Value At Risk | (1.11) | |||
| Potential Upside | 1.18 |
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.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Fundamental Analysis View fundamental data based on most recent published financial statements |