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BERIX Berwyn Income

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Fund BERIX Berwyn Income
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Similarity
?
100%
Annual Fees
?
$69.48
(0.67% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.71% annual return
$24,358.06
Est. savings over 30 yrs
Return
As of 11/30/16
1 YR RETURN 7.15%
3 YR 2.95%
5 YR 6.42%
10 YR 6.73%
Description
The investment seeks to provide investors with current income; seeking to preserve capital is a secondary consideration. The fund may invest in corporate bonds, U.S. Treasury bills, bonds and notes, debt securities issued by U.S. government agencies, preferred stocks, asset-back securities, mortgage-backed securities, municipal bonds and dividend-paying common stocks, including securities issued by real estate investment trusts ("REITs") and exchange-traded funds ("ETFs"). It invests in securities that the fund's investment advisor believes are undervalued.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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