Berwyn Nerstone Fund Quote
| BERCX Fund | USD 20.39 0.19 0.94% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Berwyn Nerstone is trading at 20.39 as of the 26th of November 2024; that is 0.94 percent increase since the beginning of the trading day. The fund's open price was 20.2. Berwyn Nerstone has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Berwyn Nerstone Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
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.. More on Berwyn Nerstone Fund
Moving together with Berwyn Mutual Fund
| 0.72 | CWFIX | Chartwell Short Duration | PairCorr |
| 0.75 | CWFAX | Chartwell Short Duration | PairCorr |
| 0.72 | CWFRX | Carillon Chartwell Short | PairCorr |
| 0.82 | HIGCX | Eagle Growth Income | PairCorr |
| 0.82 | HIGJX | Eagle Growth Income | PairCorr |
Moving against Berwyn Mutual Fund
Berwyn Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Carillon Family of Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of May 2023 |
| Fiscal Year End | December |
Berwyn Nerstone Fund [BERCX] is traded in USA and was established 26th of November 2024. Berwyn Nerstone is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Carillon Family of Funds family. This fund currently has accumulated 38.55 M in assets under management (AUM) with minimum initial investment of 1 K. Berwyn Nerstone is currently producing year-to-date (YTD) return of 15.39% with the current yeild of 0.01%, while the total return for the last 3 years was 4.35%.
Check Berwyn Nerstone Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Berwyn Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Berwyn Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Berwyn Nerstone Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Berwyn Nerstone Fund Mutual Fund Constituents
| PNFP | Pinnacle Financial Partners | Stock | Financials | |
| EXPE | Expedia Group | Stock | Consumer Discretionary | |
| FMC | FMC Corporation | Stock | Materials | |
| ADTN | ADTRAN Inc | Stock | Information Technology | |
| DCT | Duck Creek Technologies | Stock | Information Technology | |
| GME | GameStop Corp | Stock | Consumer Discretionary | |
| ROK | Rockwell Automation | Stock | Industrials | |
| LNC | Lincoln National | Stock | Financials |
Berwyn Nerstone Risk Profiles
| Mean Deviation | 0.6443 | |||
| Semi Deviation | 0.5427 | |||
| Standard Deviation | 0.8327 | |||
| Variance | 0.6934 |
Berwyn Nerstone Against Markets
Other Information on Investing in Berwyn Mutual Fund
Berwyn Nerstone 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 Nerstone security.
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm |