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Fund Intelligence | Best Managers | BURMX Insights | BURMX Score | BURMX Performance | BURMX Manager | BURMX News | BURMX Allocation | BURMX Holdings Change

Mutual Fund Insights: Burnham Financial Services B Fund (BURMX)

In-depth Analysis of Burnham Financial Services B Fund (BURMX)

Mutual fund chart: Burnham Financial Services B Fund (BURMX)

3 months
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1 year
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See Burnham Financial Services B Fund (BURMX) performance details as of February 28, 2010

  

    Last Trade: $17.06 on 3/19/2010, Change: +0.09 (0.53%)

  

Fund Manager - Anton Schutz

Fund Manager Tenure: 10.8 years   [Similar Funds: BURKX  BURNX ]
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)

  

What we like about Burnham Financial Services B Fund (BURMX) What we like about Burnham Financial Services B Fund (BURMX)

Data for Burnham Financial Services B Fund (BURMX) as of February 28, 2010

  • Burnham Financial Services B Fund (BURMX) management has been with Burnham Financial Services B Fund for 10.8 years
  • Burnham Financial Services B Fund (BURMX) has good mid-term performance (3-year return -4.00% vs -15.02 % Financial category average)
  • Burnham Financial Services B Fund (BURMX) has good Long-term performance (5-year return 0.92% vs -5.58 % Financial category average)
  • Burnham Financial Services B Fund (BURMX) has a Morningstar rating of 4 and above
  • Burnham Financial Services B Fund (BURMX) has an annual stock turnover rate of 180.60% vs Financial average of 202.29%. It is good that Burnham Financial Services B management does not trade extensively for its return.
  • Burnham Financial Services B Fund (BURMX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.54, lower than category average of 28.76

  

What we are cautious about Burnham Financial Services B Fund (BURMX) What we are cautious about Burnham Financial Services B Fund (BURMX)

Data for Burnham Financial Services B Fund (BURMX) as of February 28, 2010

  • Burnham Financial Services B Fund is a focused fund with 44.90% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • Burnham Financial Services B Fund (BURMX) has a less-than-ideal short-term performance (1-year return 50.00% vs 75.16 % Financial category average)
  • Burnham Financial Services B Fund (BURMX) ratio of up-years vs down years can be improved
  • Burnham Financial Services B Fund (BURMX) has a higher management fee of 2.49% than its Financial average of 1.72%
  • Burnham Financial Services B Fund (BURMX) carries a 5% load
See Burnham Financial Services B Fund (BURMX) performance details as of February 28, 2010

  

  

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Burnham Financial Services B Fund (BURMX) Net Asset

Track net asset change of Burnham Financial Services B fund (BURMX)

DateNet Asset
02/2010$53.29M
01/2010$9.24M
11/2009$9.09M
More historic net asset information on Burnham Financial Services B Fund (BURMX)

  

Burnham Financial Services B Fund (BURMX) Portfolio Allocation

Track portfolio allocation change of Burnham Financial Services B fund (BURMX)

DateCashStockBondOther
02/20101.39%98.61%0%0%
11/20092.49%96.31%0%1.2%
09/20098.53%91.48%0%0%
Click here to see more historic asset allocation information on Burnham Financial Services B Fund (BURMX)

  

Most Recent Top 10 Holdings in Burnham Financial Services B Fund (BURMX)

Discover what Burnham Financial Services B Fund (BURMX) manager is buying

28-Feb-10
TFS Financial Corporation [7.1%]
1st United Bancorp, Inc. (FL) [5.18%]
Cowen Group, Inc. [4.98%]
PennyMac Mortgage Investment Tr [4.68%]
Northwest Bancshares, Inc. [4.45%]
United Community Banks, Inc. [4.3%]
CenterState Banks, Inc. [4.18%]
[3.38%]
Investors Bancorp, Inc. [2.78%]

30-Nov-09
TFS Financial Corporation [6%]
United Community Banks, Inc. [4.65%]
CHIMERA INVESTMENT [4.65%]
PENNYMAC MTG INVT TR [4.62%]
1st United Bancorp, Inc. (FL) [4.11%]
INVESCO MORTGAGE INC [4.08%]
WESTERN LIBERTY BNCP [3.84%]
Porter Bancorp, Inc. [3.49%]
CenterState Banks, Inc. [3.27%]

30-Sep-09
TFS Financial Corporation [5.96%]
United Community Banks, Inc. [5.61%]
PENNYMAC MTG INVT TR [4.84%]
WESTERN LIBERTY BNCP [4.62%]
CHIMERA INVESTMENT [4.11%]
INVESCO MORTGAGE INC [3.92%]
1st Utd Bancorp Inc Fla [3.61%]
Porter Bancorp, Inc. [3.46%]
BK OF AMERICA CP [3.45%]

Click here for Stock Holding Change Map in Burnham Financial Services B Fund (BURMX)

  

Related books and products to Burnham Financial Services B Fund (BURMX)

  

Latest News on Burnham Financial Services B (BURMX)

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