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    Burnham Financial Long/Short I (BMFIX)

    14.53 Down 0.02(0.14%) Feb 9
    Prev Close:14.55
    YTD Return*:-8.44%
    Net Assets*:355.48M
    Yield*:N/A

    * As of 31-Jan-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for BMFIX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    YDKN4.22N/A
    DFS4.18N/A
    AF4.12N/A
    SYF3.08N/A
    FIS2.76N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:355.48M
    Category:Long/Short Equity
    Annual Report Expense Ratio (net):1.37%

    Performance & Risk

    YTD Return:-8.44%
    5y Avg Return:9.27%
    Rank in Category (ytd):96
    % Rank in Category (ytd):21.87%
    Beta (3y):0.60
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks capital appreciation. The fund pursues its goal by investing at least 80% of its net assets (including borrowing, if any) in the common stocks of U.S. companies of any market capitalization that are in the financial services sector. It may invest in companies in the financial services sector of any size and the portion invested in small, medium or large companies is expected to vary over time based on the subadviser's view as to how to achieve the fund's objective. The fund is non-diversified. View More
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