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Dec 18: 11.47  Up 0.19 (1.68%)  

Burnham Financial Industries A (BURFX)

BURNHAM FINANCIAL INDUSTRIES FU

Net Asset Value:11.47
Trade Time:Dec 18
Change:Up 0.19 (1.68%)
Prev Close:11.28
YTD Return*:23.89%
Net Assets*:101.48M
Yield*:1.42%

* As of 30-Nov-09

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Burnham Financial Industries A (BURFX)

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Fund Basics

Morningstar Overall Rating:
Total Assets:101.48M
Category:Financial
Total Expense Ratio:%
Fund Profile | Holdings

Performance & Risk

YTD Return:23.89%
5y Avg Return:7.83%
Rank in Category (ytd):58
% Rank in Category (ytd):44.96%
Beta (3y):0.76
Morningstar Risk Rating:Low
Performance Details | Risk Details

Fund Summary

The investment seeks capital appreciation. The fund pursues its goal by investing at least 80% of assets in the common stocks of U.S. companies of any market capitalization that are in the financial services sector. The fund generally intends to invest in U.S. companies and U.S. dollar denominated securities issued by non-U.S. companies (such as depositary receipts), but it may also invest up to 15% of total assets in non-U.S. dollar denominated securities issued by non-U.S. companies. It may also invest in initial public offerings (IPOs) of securities. The fund is nondiversified. View More
Fund Profile

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