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Burnham Financial Long/Short Fund

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BURFX:US
NASDAQ GM
14.43
USD
0.06
0.41%
As of 8:00 PM EST on 2/10/2016.
Fund Type
Open-End Fund
52Wk Range
14.43 - 17.46
1 Yr Return
-0.07%
YTD Return
-14.06%
Open
14.43
Day Range
14.43 - 14.43
Previous Close
14.49
52Wk Range
14.43 - 17.46
1 Yr Return
-0.41%
YTD Return
-14.06%
Fund Type
Open-End Fund
Objective
Long Short
Asset Class Focus
Alternative
Geographic Focus
U.S.
NAV (on 02/10/2016)
14.43
Total Assets (m USD) (on 02/10/2016)
275.697
Inception Date
05/03/2004
Last Dividend (on 12/07/2015)
0.0543
Dividend Indicated Gross Yield
-
Fund Managers
ANTON V SCHUTZ
Front Load Fee
5.00%
Back Load Fee
0.00%
Redemption Fee
2.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.75%
Expense Ratio
2.27%
Top Fund Holdings
Name Position Value % of Fund
Astoria Financial Corp 1.05 m 16.90 m 4.91
Yadkin Financial Corp 623.96 k 16.40 m 4.76
Fidelity Institutional Money M 15.00 m 15.00 m 4.36
Synchrony Financial 390.00 k 12.41 m 3.61
Cowen Group Inc 2.11 m 10.03 m 2.91
NewBridge Bancorp 757.51 k 9.73 m 2.82
Synovus Financial Corp 275.00 k 9.18 m 2.67
Hartford Financial Services Gr 200.00 k 9.13 m 2.65
New York Community Bancorp Inc 550.00 k 9.02 m 2.62
Bank of America Corp 500.60 k 8.73 m 2.53
Profile
The Burnham Financial Long/Short Fund is an open-end Fund registered in the USA. The Fund seeks capital appreciation. The Fund invests at least 80% of its assets in common stocks of US companies of any market capitalization that are in the financial services sector.
ADDRESS
Burnham Investors Trust
1325 Avenue of the Americas
26th Floor
New York, NY 10019
USA
PHONE
800-874-3863