The Killen Group

In an online piece entitled “50 Best Funds for the Everyday Investor,” Berwyn Fund is ranked at the top of its category, and is also featured in a slideshow at the page’s link to “11 Funds That Top Their Category.”

In its “Award Winning Funds” piece, the magazine names Berwyn Income Fund as its winner in the Balanced Fund category. “This year we used a fund’s five-year track record as the primary hurdle. Using data from Morningstar, we identified 15 of the best mutual funds.”

In the article “And the Leaders Are…,” Berwyn Income Fund appears among the top ten Hybrid Fund performers in the 1-year, 3-year, 5-year and 10-year lists.

In a piece entitled “A Lone Fund Shines at Investing in Tiny Firms,” author Rob Wherry looked at 127 funds with a median market cap below $500 million and had “top-tier performance track records over the trailing three- and five-year time periods and also charged low annual fees.” That left him with just one fund, Read more »

An article spanning three pages entitled “A Plan for All Seasons” appears in the April 20, 2009 issue of Barron’s. THE BERWYN INCOME FUND HAS AN ENVIABLE HISTORY of being in the right place at the right time, due to its unusual hybrid structure. Launched in 1987 by the Killen Group, of Berwyn, Pa., the Read more »