Berwyn Income is trading at 13.58 as of the 20th of March 2025; that is 0.30 percent increase since the beginning of the trading day. The fund's open price was 13.54. Berwyn Income has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
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 and exchange-traded funds . More on Berwyn Income Fund
Berwyn Income Fund [BERIX] is traded in USA and was established 20th of March 2025. The fund is listed under Inflation-Protected Bond category and is part of Carillon Family of Funds family. This fund currently has accumulated 347.83 M in assets under management (AUM) with minimum initial investment of 1 K. Berwyn Income is currently producing year-to-date (YTD) return of 2.54% with the current yeild of 0.03%, while the total return for the last 3 years was 3.4%.
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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.