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 Dow Down 0.08% Nasdaq Down 0.54%
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Burnham Financial Services A (BURKX)

26.62 Up 0.17(0.64%) Apr 22
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Prev Close:26.62
YTD Return*:5.16%
Net Assets*:88.40M
Yield*:N/A

* As of 31-Mar-14

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

Headlines

  • No Headlines available for BURKX at this time.

Top Holdings

Symbol% AssetsYTD Return %
YDKN7.4727.23
COWN5.1616.62
CNOB4.8824.73
ASBB4.143.18
FUBC4.084.47

Fund Basics

Morningstar Overall Rating:
Total Assets:88.4M
Category:Financial
Annual Report Expense Ratio (net):1.80%

Performance & Risk

YTD Return:5.16%
5y Avg Return:16.93%
Rank in Category (ytd):8
% Rank in Category (ytd):8.42%
Beta (3y):0.62
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 $900 million 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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