Berwyn Nerstone Fund Equity Positions Weight
| BERCX Fund | USD 20.35 0.01 0.05% |
Berwyn Nerstone Fund fundamentals help investors to digest information that contributes to Berwyn Cornerstone's financial success or failures. It also enables traders to predict the movement of Berwyn Mutual Fund. The fundamental analysis module provides a way to measure Berwyn Cornerstone's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Berwyn Cornerstone mutual fund.
Berwyn |
Berwyn Nerstone Fund Mutual Fund Equity Positions Weight Analysis
Berwyn Cornerstone's Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
More About Equity Positions Weight | All Equity Analysis
Stock Percentage | = | % of Equities | in the fund |
Current Berwyn Cornerstone Equity Positions Weight | 97.37 % |
Most of Berwyn Cornerstone's fundamental indicators, such as Equity Positions Weight, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Berwyn Nerstone Fund is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
| Competition |
According to the company disclosure, Berwyn Nerstone Fund has an Equity Positions Weight of 97%. This indicator is about the same for the Carillon Family of Funds average (which is currently at 97.29) family and significantly higher than that of the Mid-Cap Value category. The equity positions weight for all United States funds is notably lower than that of the firm.
Did you try this?
Run Alpha Finder Now
Alpha FinderUse alpha and beta coefficients to find investment opportunities after accounting for the risk |
| All Next | Launch Module |
Fund Asset Allocation for Berwyn Cornerstone
The fund consists of 97.37% investments in stocks, with the rest of investments allocated between different money market instruments.Asset allocation divides Berwyn Cornerstone's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Berwyn Fundamentals
| Price To Earning | 14.00 X | ||||
| Price To Book | 1.49 X | ||||
| Price To Sales | 0.91 X | ||||
| Annual Yield | 0.01 % | ||||
| Year To Date Return | 19.31 % | ||||
| One Year Return | 29.42 % | ||||
| Three Year Return | 5.14 % | ||||
| Five Year Return | 7.26 % | ||||
| Ten Year Return | 6.31 % | ||||
| Net Asset | 38.55 M | ||||
| Minimum Initial Investment | 1 K | ||||
| Last Dividend Paid | 0.17 | ||||
| Cash Position Weight | 2.63 % | ||||
| Equity Positions Weight | 97.37 % |
About Berwyn Cornerstone Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Berwyn Nerstone Fund's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Berwyn Cornerstone using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Berwyn Nerstone Fund based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Positions Ratings Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance |