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MFFAIS
Mutual Fund Facts
About Individual Stocks
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Berwyn Funds - Berwyn Fund

Hypotheticals Contact Info Symbols SEC Sources Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-05Fund Class: Small-Cap Value

Transactions: Currently showing holdings/transactions Filed between 2009-08-07 and 2009-11-05
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-20

Hypotheticals
Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 
Base Value:$20,929,709Current Value:$21,732,469
Change:$802,76 0 Performance:3.83 %

Worst Move:Lost $880 on changes made with Cohu Inc (COHU) buying shares when price went down.
Best Move:Made $643,236 on changes made with Dress Barn Inc (DBRN) buying shares when price went up.
Best Save:Saved $-3,757,908 on changes made with Genesco Inc (GCO) selling shares when price went down.
Missed Move:Missed $61,420 on changes made with Yrc Worldwide Inc (YRCW) selling shares when price went up.

Show: (if you do not see any data recheck box below)

Contact Information

1189 Lancaster Avenue,Berwyn Pa 19312,,
Phone: 6102967222 Fax: Website:

Symbols

berwx

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
N-CSRS2009-08-142009-06-30edgar/data/808452/0001111830-09-000911.txt
N-Q2009-11-052009-09-30edgar/data/808452/0001111830-09-001142.txt

Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History News Articles

   

Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-052009-09-30 N-QYrc Worldwide IncYRCWUSTransport-Truck 0Sold All-46,800-100 %----3.10 % $1,872News Article History of Berwyn Funds - Berwyn Fund Ownership Of Yrc Worldwide Inc
2009-11-052009-09-30 N-QRudolph Technologies IncRTECUSSemiconductor Equipment 556,725Sold Some-66,000-10.59 %$3,975,017$3,813,566$-161,450-4.06 % $19,140News Article History of Berwyn Funds - Berwyn Fund Ownership Of Rudolph Technologies Inc
2009-11-052009-09-30 N-QGenesco IncGCOUSRetail-Apparel/Shoe 127,200New Holding127,200100 %$3,355,536$3,580,680$225,1446.70 % $225,144News Article History of Berwyn Funds - Berwyn Fund Ownership Of Genesco Inc
2009-11-052009-09-30 N-QDress Barn IncDBRNUSRetail-Apparel/Shoe 177,200New Holding177,200100 %$3,198,460$3,841,696$643,23620.11 % $643,236News Article History of Berwyn Funds - Berwyn Fund Ownership Of Dress Barn Inc
2009-11-052009-09-30 N-QCohu IncCOHUUSSemiconductor Equipment 259,050Sold Some-14,000-5.12 %$2,890,998$3,004,980$113,9823.94 % $-6,160News Article History of Berwyn Funds - Berwyn Fund Ownership Of Cohu Inc
2009-08-142009-06-30 N-CSRSYrc Worldwide IncYRCWUSTransport-Truck 46,800Sold Some-83,000-63.94 %$93,132$58,500$-34,632-37.18 % $61,420News Article History of Berwyn Funds - Berwyn Fund Ownership Of Yrc Worldwide Inc
2009-08-142009-06-30 N-CSRSRudolph Technologies IncRTECUSSemiconductor Equipment 622,725Sold Some-89,000-12.50 %$4,309,257$4,265,666$-43,591-1.01 % $6,230News Article History of Berwyn Funds - Berwyn Fund Ownership Of Rudolph Technologies Inc
2009-08-142009-06-30 N-CSRSGenesco IncGCOUSRetail-Apparel/Shoe 0Sold All-711,725-100 %---23.08 % $-3,757,908News Article History of Berwyn Funds - Berwyn Fund Ownership Of Genesco Inc
2009-08-142009-06-30 N-CSRSDress Barn IncDBRNUSRetail-Apparel/Shoe 0Sold All-242,200-100 %---36.35 % $-1,399,916News Article History of Berwyn Funds - Berwyn Fund Ownership Of Dress Barn Inc
2009-08-142009-06-30 N-CSRSCohu IncCOHUUSSemiconductor Equipment 273,050Added More4,0001.48 %$3,107,309$3,167,380$60,0711.93 % $880News Article History of Berwyn Funds - Berwyn Fund Ownership Of Cohu Inc
2009-08-142009-06-30 N-CSRSCfs Bancorp IncCITZUSS And L/Thrifts-Central Us 0Sold All-52,943-100 %---4.54 % $-10,059News Article History of Berwyn Funds - Berwyn Fund Ownership Of Cfs Bancorp Inc
Returned 11 Records!
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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
Note: For security reasons, only (A-Z,a-z,0-9,space,period,colon,comma,forward slash,at) can be inputed - all others are stripped automatically!
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