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(BRTNX) Fund Ranking and Research

Ranking, Research and Recommendation of (BRTNX) Fund

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

 

Graph of  Fund (BRTNX) ManagerFund Manager - Stephen Dodson

Fund Manager Information

Fund Manager Tenure: 8.1 years
Fund Family: Bretton Fund
Fund Category: Mid-Cap Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: (Score: )     (What does this score mean?)

 

 

See Fund (BRTNX) performance details as of May 30, 2016

 

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Compare  Fund (BRTNX)Compare with other top Mid-Cap Blend category mutual funds

Aadditional top Mid-Cap Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
2.09-4.644.589.70
VY JPMorgan Mid Cap Value S2 (IJPMX)5.65-1.1810.0811.52Compare
Thrivent Mid Cap Stock A (AASCX)7.444.8912.209.76Compare
CRM Mid Cap Value Instl (CRIMX)9.240.699.458.33Compare

See top fund managers for Mid-Cap Blend Category Funds

 

Compare  Fund (BRTNX)Compare with Mid-Cap Blend category ETFs

Some Mid-Cap Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Direxion All Cap Insider Sentiment ETF (KNOW)3.88%2.77%13.82%
Guggenheim Mid-Cap Core ETF (CZA)6.80%1.17%9.91%
Schwab US Mid-Cap ETF (SCHM)000
iShares Russell Mid-Cap (IWR)000
SPDR S&P MidCap 400 ETF (MDY)000

 

Graph of  Fund (BRTNX) Net Asset Tracking (BRTNX) Fund Net Asset

Track net asset change of fund (BRTNX)

DateNet Asset
05/2016$22.35M
03/2016$21.86M
02/2016$20.38M
More historic net asset information on Fund (BRTNX)

  

Graph of  Fund (BRTNX) Portfolio Tracking (BRTNX) Fund Portfolio Allocation

Track portfolio allocation change of fund (BRTNX)

DateCashStockBondOther
03/20169.83%90.17%0%0%
12/201511.25%88.75%0%0%
09/20157.28%92.72%0%0%
Click here to see more historic asset allocation information on Fund (BRTNX)

 

graph of  Fund (BRTNX) Top 10 Position TrackingTop 10 Holdings in (BRTNX) Fund

Discover what Fund (BRTNX) manager is buying

Mar 30, 2016
Wells Fargo & Company Common St [6.42%]
Alphabet Inc. [6.31%]
Valspar Corporation (The) Commo [6.12%]
Mednax, Inc. Common Stock [5.77%]
Union Pacific Corporation Commo [5.59%]
HD Supply Holdings, Inc. [5.52%]
Ross Stores, Inc. [5.09%]
Mastercard Incorporated Common [4.7%]
AutoZone, Inc. Common Stock [4.67%]

Dec 30, 2015
Wells Fargo & Company Common St [7.68%]
Alphabet Inc. [6.32%]
Union Pacific Corporation Commo [5.85%]
Mednax, Inc. Common Stock [5.83%]
American Express Company Common [5.35%]
Ross Stores, Inc. [5.03%]
Bank of America Corporation Com [4.77%]
HD Supply Holdings, Inc. [4.65%]
AutoZone, Inc. Common Stock [4.63%]

Sep 29, 2015
Wells Fargo & Company Common St [8.26%]
Ross Stores, Inc. [5.76%]
American Express Company Common [5.41%]
Union Pacific Corporation Commo [5.36%]
AutoZone, Inc. Common Stock [4.86%]
Google [4.75%]
Mednax, Inc. Common Stock [4.53%]
Mastercard Incorporated Common [4.4%]
HD Supply Holdings, Inc. [4.3%]
IPC Healthcare, Inc. [4.09%]
Click here for Stock Holding Change Map in Fund (BRTNX)

  

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