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Burnham Financial Services C Fund (BURNX)

Fund performance review and position details on Burnham Financial Services C Fund (BURNX)

    Last Trade: $ on , Change: (0%)

Burnham Financial Services C Fund (BURNX) HighlightBurnham Financial Services C Fund (BURNX) Fund Summary

Burnham Financial Services C Fund (BURNX) statistics as of May 30, 2016

Category: Financial
Fund Family: Burnham
Net Asset: $283.63M
Yield: 0%
Year-to-Date Return: -1.16%
Morningstar rating: 5

 

Burnham Financial Services C Fund (BURNX) CostBurnham Financial Services C Fund (BURNX) Cost

Burnham Financial Services C Fund (BURNX) various investment related cost

Initial Investment: 2,500
Total Expense Ratio (Financial average): 2.36% (1.49%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 1.00%
Annual Holdings Turnover: 62.00%

 

Burnham Financial Services C Fund (BURNX) PerformanceBurnham Financial Services C Fund (BURNX) Performance

Most current Burnham Financial Services C Fund (BURNX) Performance

1-month Performance (Financial category median performance): 0.95% (2.13%)
3-month Performance (Financial category median performance): 10.29% (12.46%)
1 Year Performance (Financial category median performance): 16.36% (-6.00%)
3 Year Performance (Financial category median performance): 16.34% (5.70%)
5 Year Performance (Financial category median performance): 14.01% (7.79%)
Number of Years of positive return: 7 years
Number of Years of negative return: 3 years
3 year Alpha (Financial category average): 12.79 (2.35)
3 year Beta (Financial category average): 0.55 (0.9)
3 year Sharpe Ratio: 1.26
3 year Treynor: 29.57

Burnham Financial Services C Fund (BURNX) topholdingTop Stock Holdings in Burnham Financial Services C Fund (BURNX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Yadkin Financial Corporation Co9.3%0.00%
BNC Bancorp4.89%0.00%
Atlantic Capital Bancshares, In3.42%0.00%
Opus Bank3.02%0.00%
Triumph Bancorp, Inc.2.88%0.00%
Park Sterling Corporation2.16%0.00%
Ameris Bancorp2.07%0.00%
First Foundation Inc.2.05%0.00%
Boston Private Financial Holdin2.01%0.00%
HomeTrust Bancshares, Inc.2.01%0.00%
*Note: The price change will reset to 0 after the midnight

 

Burnham Financial Services C Fund (BURNX) Portfolio AllocationBurnham Financial Services C Fund (BURNX) Fund Portfolio Allocation

Burnham Financial Services C Fund (BURNX) Fund Portfolio Allocation data as of 04/2016

Stock92.13%
Bond0%
Cash3.76%
Other4.11%

 

Burnham Financial Services C Fund (BURNX) CompareCompare with other Financial category mutual funds

Below are some additional Financial mutual funds generated out of our database

Fund1 Year3 year5 year
Burnham Financial Services C16.3616.3414.01
Davis Financial A (RPFGX)0.459.779.83 Compare
Emerald Banking and Finance A (HSSAX)7.2115.5414.62 Compare
Fidelity Select Banking Portfolio (FSRBX)-1.678.8110.32 Compare

See top fund managers for Financial Category Funds

 

Burnham Financial Services C Fund (BURNX) PerformanceOther Financial Data Web Sites on Burnham Financial Services C Fund (BURNX)

Addition research sites for Burnham Financial Services C Fund (BURNX)

 

Burnham Financial Services C Fund (BURNX) Related ResourcesSee more information on Burnham Financial Services C (BURNX) Fund

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