5 Mutual Fund Safe Havens for Summer

These five funds perform, even when the going gets tough

      View All  
5 Mutual Fund Safe Havens for Summer

Berwyn Income Fund

Berwyn185 5 Mutual Fund Safe Havens for SummerBerwyn Income Fund (MUTF:BERIX) is a balanced fund leaning toward income when it comes to its portfolio composition. With 30% in common stocks and another 6% in preferred shares, the $1.5 billion, 26-year-old fund might be conservative in its investing, but its five-star rating from Morningstar is well deserved.

Since inception, Berwyn Income has achieved an annualized total return of 9%. During the past 10 years, it has achieved a similar return to the S&P 500 with far less risk.

Most importantly, its annual expense ratio is 0.64% — considered low among its conservative allocation peers.


Article printed from InvestorPlace Media, http://investorplace.com/2013/05/5-mutual-fund-safe-havens-for-summer/.

©2014 InvestorPlace Media, LLC

Comments are currently unavailable. Please check back soon.