Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
Support MFO
Donate through PayPal
M*: A Wide-Ranging Income Fund For Contrarians: (BERIX)
FYI: Berwyn Income is a solid option for investors comfortable with a flexible and contrarian conservative-allocation strategy. The fund has a disciplined process, below-average fees, and good downside protection. But a slim team of three, key-person risk, and a Neutral-rated parent in Chartwell slightly offset these positives. On balance, this fund earns a Morningstar Analyst Rating of Bronze. Regards, Ted https://www.morningstar.com/articles/904667/a-wideranging-income-fund-for-contrarians.html
