Berwyn Income Fund Quote
| BERIX Fund | USD 14.85 0.06 0.41% |
PerformanceStrong
| Odds Of DistressLow
|
Berwyn Income is trading at 14.85 as of the 27th of January 2026; that is 0.41 percent increase since the beginning of the trading day. The fund's open price was 14.79. Berwyn Income has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 29th of October 2025 and ending today, the 27th of January 2026. Click here to learn more.
The fund seeks to achieve its investment objectives by investing in income producing securities. It fund intends to invest at least 60 percent of its net assets in TIPS. The fund may invest in TIPS and other inflation-indexed debt securities and fixed income securities of any maturity.. More on Berwyn Income Fund
Moving together with Berwyn Mutual Fund
Berwyn Mutual Fund Highlights
| Fund Concentration | Carillon Family of Funds, Large Funds, Inflation-Protected Bond Funds, Inflation-Protected Bond, Carillon Family of Funds (View all Sectors) |
| Update Date | 31st of December 2025 |
| Expense Ratio Date | 1st of May 2025 |
| Fiscal Year End | December |
Berwyn Income Fund [BERIX] is traded in USA and was established 27th of January 2026. Berwyn Income is listed under Carillon Family of Funds category by Fama And French industry classification. The fund is listed under Inflation-Protected Bond category and is part of Carillon Family of Funds family. This fund currently has accumulated 260.52 M in assets under management (AUM) with minimum initial investment of 1 K. Berwyn Income is currently producing year-to-date (YTD) return of 1.74% with the current yeild of 0.04%, while the total return for the last 3 years was 8.51%.
Check Berwyn Income 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 Income 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.
Berwyn Income Risk Profiles
| Mean Deviation | 0.2308 | |||
| Standard Deviation | 0.2832 | |||
| Variance | 0.0802 | |||
| Downside Variance | 0.0829 |
Berwyn Income Against Markets
Berwyn Mutual Fund Analysis Notes
The fund holds about 10.78% of assets under management (AUM) in cash. Berwyn Income last dividend was 0.03 per share. Large For more info on Berwyn Income Fund please contact the company at 888-995-5505.Berwyn Income Investment Alerts
| The fund holds about 10.78% of its assets under management (AUM) in cash |
Top Berwyn Income Fund Mutual Fund Constituents
| NTDOY | Nintendo Co ADR | Pink Sheet |
Berwyn Income Outstanding Bonds
Berwyn Income issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Berwyn Income uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Berwyn bonds can be classified according to their maturity, which is the date when Berwyn Income Fund has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Berwyn Income Predictive Daily Indicators
Berwyn Income intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Berwyn Income mutual fund daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 14.85 | |||
| Day Typical Price | 14.85 | |||
| Price Action Indicator | 0.03 | |||
| Period Momentum Indicator | 0.06 | |||
| Relative Strength Index | 73.73 |
Berwyn Income Forecast Models
Berwyn Income's time-series forecasting models are one of many Berwyn Income's mutual fund analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Berwyn Income's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Other Information on Investing in Berwyn Mutual Fund
Berwyn Income 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 Income security.
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