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Burnham Financial Long/Short A (BURFX) Fund Ranking and Research

Ranking, Research and Recommendation of Burnham Financial Long/Short A (BURFX) Fund

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Graph of Burnham Financial Long/Short A Fund (BURFX) ManagerFund Manager - Anton Schutz

Fund Manager Information

Fund Manager Tenure: 15.5 years
Similar Funds: BURCX 
Fund Family: Burnham
Fund Category: Long-Short Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.82)     (What does this score mean?)
Schutz is president and portfolio manager with Mendon Capital Advisors. He has had primary day-to-day responsibility for the fund's portfolio since 2004.  Get more insights on Anton Schutz

 

Graph of Burnham Financial Long/Short A Fund (BURFX) ProfileBurnham Financial Long/Short A Fund (BURFX) Profile

Fund Profile and Description

Burnham Financial Long/Short A Fund seeks capital appreciation. Burnham Financial Long/Short A 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. Burnham Financial Long/Short A 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. Burnham Financial Long/Short A Fund is non-diversified.

 

Burnham Financial Long/Short A (BURFX) Fund Strength What we like about Burnham Financial Long/Short A (BURFX) Fund

Data for Burnham Financial Long/Short A Fund (BURFX) as of May 30, 2016

  • Burnham Financial Long/Short A Fund (BURFX) management has been with Burnham Financial Long/Short A Fund for 15.5 years
  • Burnham Financial Long/Short A Fund (BURFX) has good short-term performance (1-year return 6.82% vs -3.77% Long-Short Equity category median performance)
  • Burnham Financial Long/Short A Fund (BURFX) has good mid-term performance (3-year return 12.47% vs 2.72% Long-Short Equity category median performance)
  • Burnham Financial Long/Short A Fund (BURFX) has good Long-term performance (5-year return 10.68% vs 2.87% Long-Short Equity category median performance)
  • Burnham Financial Long/Short A Fund (BURFX) ratio of up-years vs down years is greater than 2
  • Burnham Financial Long/Short A Fund (BURFX) has a Morningstar rating of 4 and above
  • Burnham Financial Long/Short A Fund (BURFX) has an annual stock turnover rate of 72.00% vs Long-Short Equity average of 218.72%. It is good that Burnham Financial Long/Short A management does not trade extensively for its return.
  • Burnham Financial Long/Short A Fund (BURFX) has a lower expense ratio than its Long-Short Equity average: 1.85% vs 1.90%

Burnham Financial Long/Short A Fund (BURFX) Weakness What we are cautious about Burnham Financial Long/Short A (BURFX) Fund

Data for Burnham Financial Long/Short A Fund (BURFX) as of May 30, 2016

  • Burnham Financial Long/Short A Fund (BURFX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.39 that is higher than category average of 8.81
  • Burnham Financial Long/Short A Fund (BURFX) carries a 5% load
  • Asset base in Burnham Financial Long/Short A Fund (BURFX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Burnham Financial Long/Short A Fund (BURFX) performance details as of May 30, 2016

 

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Compare Burnham Financial Long/Short A Fund (BURFX)Compare with other top Long-Short Equity category mutual funds

Aadditional top Long-Short Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Burnham Financial Long/Short A-4.536.8212.4710.68
Boston Partners Long/Short Equity Instl (BPLSX)11.4912.095.377.58Compare
Diamond Hill Long-Short A (DIAMX)2.27-1.425.517.22Compare
Schwab Hedged Equity (SWHEX)1.96-0.826.355.92Compare

See top fund managers for Long-Short Equity Category Funds

 

Graph of Burnham Financial Long/Short A Fund (BURFX) Net Asset TrackingBurnham Financial Long/Short A (BURFX) Fund Net Asset

Track net asset change of Burnham Financial Long/Short A fund (BURFX)

DateNet Asset
05/2016$306.58M
03/2016$313.99M
02/2016$314.16M
More historic net asset information on Burnham Financial Long/Short A Fund (BURFX)

  

Graph of Burnham Financial Long/Short A Fund (BURFX) Portfolio TrackingBurnham Financial Long/Short A (BURFX) Fund Portfolio Allocation

Track portfolio allocation change of Burnham Financial Long/Short A fund (BURFX)

DateCashStockBondOther
04/20163.22%77%0%19.78%
02/20163.41%84.03%0%12.56%
01/20162.52%92.12%0%5.36%
Click here to see more historic asset allocation information on Burnham Financial Long/Short A Fund (BURFX)

 

graph of Burnham Financial Long/Short A Fund (BURFX) Top 10 Position TrackingTop 10 Holdings in Burnham Financial Long/Short A (BURFX) Fund

Discover what Burnham Financial Long/Short A Fund (BURFX) manager is buying

Apr 29, 2016
Yadkin Financial Corporation Co [10.01%]
Synchrony Financial Common Stoc [3.89%]
BNC Bancorp [3.84%]
Astoria Financial Corporation C [3.69%]
Bank of America Corporation Com [2.86%]
Cowen Group, Inc. [2.85%]
Opus Bank [2.65%]
Heritage Oaks Bancorp [2.47%]
New York Community Bancorp, Inc [2.46%]
Atlantic Capital Bancshares, In [2.38%]

Feb 28, 2016
Yadkin Financial Corporation Co [4.91%]
Discover Financial Services Com [3.69%]
Astoria Financial Corporation C [3.55%]
Atlantic Capital Bancshares, In [3.37%]
Synchrony Financial Common Stoc [3.35%]
National Bank Holdings Corporat [3%]
BNC Bancorp [2.89%]
Opus Bank [2.82%]
NewBridge Bancorp [2.69%]
Cowen Group, Inc. [2.57%]

Jan 30, 2016
Yadkin Financial Corporation Co [4.66%]
Astoria Financial Corporation C [4.26%]
Discover Financial Services Com [3.86%]
Synchrony Financial Common Stoc [3.12%]
Atlantic Capital Bancshares, In [3%]
Fidelity National Information S [2.94%]
BNC Bancorp [2.86%]
National Bank Holdings Corporat [2.7%]
Opus Bank [2.55%]
NewBridge Bancorp [2.46%]
Click here for Stock Holding Change Map in Burnham Financial Long/Short A Fund (BURFX)

  

Latest News on Burnham Financial Long/Short A (BURFX) Fund

See what is happening with Burnham Financial Long/Short A Fund (BURFX)

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Burnham Financial Long/Short A Fund (BURFX) Related ResourcesSee more information on Burnham Financial Long/Short A (BURFX) Fund

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