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Burnham Financial Services Fund

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BURNX:US
NASDAQ GM
27.21
USD
0.00
0.00%
As of 09:29:30 ET on 02/04/2016.
Fund Type
Open-End Fund
52Wk Range
24.29 - 31.13
1 Yr Return
11.43%
YTD Return
-10.05%
Previous Close
27.21
52Wk Range
24.29 - 31.13
1 Yr Return
12.53%
YTD Return
-10.05%
Fund Type
Open-End Fund
Objective
Financial Sector
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/04/2016)
27.21
Total Assets (m USD) (on 02/04/2016)
245.800
Inception Date
04/29/2005
Last Dividend (on 12/07/2015)
0.2185
Dividend Indicated Gross Yield
-
Fund Managers
ANTON V SCHUTZ
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
2.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.80%
Expense Ratio
2.39%
Top Fund Holdings
Name Position Value % of Fund
Yadkin Financial Corp 585.73 k 15.40 m 7.71
BNC Bancorp 364.97 k 9.31 m 4.66
NewBridge Bancorp 666.76 k 8.56 m 4.29
C1 Financial Inc 245.71 k 5.95 m 2.98
Triumph Bancorp Inc 329.42 k 5.74 m 2.87
New York Community Bancorp Inc 350.00 k 5.74 m 2.87
HomeTrust Bancshares Inc 270.00 k 5.40 m 2.70
Ameris Bancorp 155.72 k 5.32 m 2.67
First Foundation Inc 228.56 k 5.24 m 2.62
Boston Private Financial Holdi 400.00 k 4.84 m 2.42
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