Berwyn Income BERIX

… good pair with LT history... VWINX vs BERIX (I know they are not the same but both ..... or better but coming out of a meltdown BERIX shines. In down market VWINX is a bit ..... in the last 12 years since 2000. BERIX was better in 2002, 2003, 2009 the rest …

… of the doing following switches: vwiax to vwelx vwehx to mwhyx vipsx to eiblx cash and hcn to berix or would it be better to be in mod alloc like berix , prwcx, etc entirely and forgo bond funds? pros/cons? will need to begin rmd's in 5 years …

… also have few other balanced funds; & I don't have to own BERIX . If I sell the BERIX , I'll have a small cap gain, so etrade will do the Tax with ..... sorry for the long rant....but TIA for any tips..... Berwyn Income | BERIX

… 0.0 IVWIX -0.24 SGIIX 0.5 JNBSX 0.6 JPVTX 0.95 FPACX 0. 4 OAKBX 0.9 ICMBX 1.1 PRWCX 2.0 LSBDX 0.0 FSICX -0.2 OSTIX 0.4 BERIX 1.0 EXDAX 0.2 VWINX 0.5 DBLTX 0.45 DBLFX 0.0 PIMIX 1.0 TGLMX 0.8 PTTRX 0.0

I was wondering if anyone had any problem owning Berwyn Income in a taxable account? It seems very tax inefficient.

… DBLFX, PTTRX, DBLTX, PONDX, FSICX and LSBRX. I hold also the following hybrids/balanced funds: PGAIX, PAUIX, VWINX and BERIX ; and am planning to buy either PQIIX or TIBIX. The question is, would you add either TGBAX, PIGLX or PGBIX to that portfolio …

See: http://portfolios.morningstar.com/fund/summary?t= BERIX &region=USA&culture=en-US There is no bond data for BERIX . Ryan, no offense, but M* quality has gone rapidly downhill in the last couple of …