Burnham C
Burnham Investors Trust1325 Avenue Of The Americas 26th FloorNew York, NY 10019
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Phone: 800-462-2392
| Category: | Large Growth | | Fund Family: | Burnham | | Net Assets: | 159.58M | | Year-to-Date Return: | 3.62% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Apr 29, 2004 |
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Jon Burnham
Lead Manager since Oct 17, 1995 | | | Burnham is chairman and chief executive officer with Burnham Asset Management Corporation, his employer since October 1990. Previously, he served as a senior vice president with Smith Barney Asset Management for one year. Burnham began his investment career in 1959 as a senior vice president with Drexel Burnham Lambert. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | 100 | | Min Initial Investment, AIP: | 100 | | Min Subsequent Investment: | 500 | | Min Subsequent Investment, IRA: | 50 | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks capital appreciation, mainly long term; income is a secondary consideration.
The fund pursues its goals by investing in a diverse portfolio primarily consisting of common stocks. It invests in large-capitalization stocks (i.e., companies with a capitalization generally of $12 billion or more, commonly known as "blue-chip"), which are usually issued by well-established companies. Under normal conditions, the fund intends to remain fully invested with only minimal investments in cash or short-term debt instruments. |
| Last Dividend
:
| 0.00 | | Last Cap Gain
(Dec 19, 2012)
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| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
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| 82.00% | | Average for Category: | 61.12% |
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| Expense | BURJX | Category Avg |
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| Annual Report Expense Ratio (net): | 2.13% | 1.24% | | Prospectus Net Expense Ratio: | 2.15% | N/A | | Prospectus Gross Expense Ratio: | 2.15% | N/A | | Max 12b1 Fee: | 1.00% | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| 1.00% | 2.40% | | 3 Yr Expense Projection*: | 673 | 579 | | 5 Yr Expense Projection*: | 1,154 | 913 | | 10 Yr Expense Projection*: | 2,483 | 1,832 |
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0.09(0.27%) May 24