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A Wide-Ranging Income Fund for Contrarians

Bronze-rated Berwyn Income practices a flexible value-oriented conservative-allocation strategy.

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The following is our latest Fund Analyst Report for Berwyn Income (BERIX). Morningstar Premium Members have access to full analyst reports such as this for more than 1,000 of the largest and best mutual funds. Not a Premium Member? Gain full access to our analyst reports and advanced tools immediately when you try Morningstar Premium free for 14 days.

Patricia Oey does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.