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Burnham Financial Industries C
(BURCX)

11.51USD   Up0.09 (0.79%)   
On Feb 10
 Burnham Financial Industries C Delayed quote data 
Net Asset Value: 11.51
Trade Time:Feb 10
Change:Up0.09 (0.79%)
Prev Close:11.42
YTD Return*:23.09%
Net Assets*:11.68M
Yield*:1.01%
* As of 30-Nov-09
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3m  6m  1y  2y  5y  max 
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HEADLINES

 
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FUND BASICS

30-Nov-09
Total Assets:11.68M
Category:N/A
Morningstar Overall Rating:5 stars
» Fund Profile» Holdings

PERFORMANCE & RISK

30-Nov-09
YTD Return:23.09%
5y Avg Return:7.11%
Rank in Category (ytd):58
% Rank in Category (ytd):N/A
Beta (3y):0.76
Morningstar Risk Rating:Low
» Performance Details» Risk Details

FUND SUMMARY

 
The investment seeks capital appreciation. The 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. The 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. The fund is nondiversified.
» Fund Profile