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Burnham Financial Services Fund

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BURKX:US
NASDAQ GM
29.93
USD
0.21
0.70%
As of 09:29:30 ET on 07/02/2015.
Volume
0
Previous Close
30.14
52Wk Range
25.29 - 30.27
1 Yr Return
12.48%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/02/2015)
29.93
Total Assets (m USD) (on 07/02/2015)
98.449
Inception Date
06/07/1999
Last Dividend (on 12/18/2014)
0.2778
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
1.64%
Top Fund Holdings
Name Position Value % of Fund
Yadkin Financial Corp 400.00 k 7.87 m 8.78
ConnectOne Bancorp Inc 350.00 k 6.73 m 7.50
BNC Bancorp 255.01 k 4.65 m 5.19
HomeTrust Bancshares Inc 270.00 k 4.22 m 4.71
Triumph Bancorp Inc 295.71 k 3.97 m 4.42
Banc of California Inc 291.31 k 3.61 m 4.03
Opus Bank 100.81 k 3.16 m 3.52
C1 Financial Inc 165.54 k 3.10 m 3.45
Palmetto Bancshares Inc 165.30 k 3.00 m 3.34
Fidelity Institutional Money M 2.89 m 2.89 m 3.23
Profile
Burnham Financial Services Fund is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests at least 80% of its assets in stocks of U.S. companies in the financial services sector. Although the fund may invest in companies of any size, it typically focuses on those with market capitalizations of $8 billion or less.
ADDRESS
Burnham Investors Trust
1325 Avenue of the Americas
26th Floor
New York, NY 10019
USA
PHONE
800-874-3863