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Burnham Financial Services A

BURKX
32.09
+0.14
+0.44%
5/27/2016
5 Years
  • Previous Close

    31.95

  • Net Assets

    252.93M

  • Yield

    0.00%

  • Front load

    5.00

  • Expenses

    1.61%

  • Category

    Financial

  • Morningstar Risk

    Low

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Burnham

Fund Style

Open

Fund Manager

Anton Schutz

Investment Style

Small Value

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 mid, small and micro capitalization financial services companies. The advisor intends to remain fully invested with only minimal investments in cash, or short-term debt instruments or money market funds.

Purchase Information

Initial Purchase 2,500
Initial Purchase: IRA 100
Initial Purchase: AIP 100

Inception

6/7/1999

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