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    Burnham Financial Services A (BURKX)

    27.78 Up 0.25(0.91%) Dec 22
    Prev Close:27.53
    YTD Return*:7.33%
    Net Assets*:86.34M
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    » More Headlines for BURKX

    Top Holdings

    Symbol% AssetsYTD Return %
    YDKN10.6310.92
    HTBI7.14-1.38
    CNOB7.020.80
    BNCN5.12-0.23
    ASBB4.2619.30

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:86.34M
    Category:Financial
    Annual Report Expense Ratio (net):1.80%

    Performance & Risk

    YTD Return:7.33%
    5y Avg Return:11.35%
    Rank in Category (ytd):30
    % Rank in Category (ytd):30.61%
    Beta (3y):0.47
    Morningstar Risk Rating:1

    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 stocks of U.S. companies that are in the financial services sector. It may invest in companies of any size, but, under normal conditions, the fund invests primarily in small capitalization financial services companies. The fund's managers consider companies with market capitalizations of less than $1 billion to be small capitalization. Under normal conditions, the fund intends to remain fully invested with only minimal investments in cash, or short-term debt instruments or money market funds. View More
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