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  • Fund Type: Open-End Fund
  • Objective: Value Broad Market
  • Asset Class: Equity
  • Geographic Focus: -

Bullfinch Greater Western New York Series

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20.98 USD 0.14 0.67%

As of 09:29:30 ET on 05/01/2015.

Snapshot for Bullfinch Greater Western New York Series (BWNYX)

Year To Date: +0.91% 3-Month: +3.20% 3-Year: +14.49% 52-Week Range: 18.81 - 21.54
1-Month: -0.76% 1-Year: +8.94% 5-Year: +11.60% Beta vs VALUG: 0.83

Mutual Fund Chart for BWNYX

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  • BWNYX:US 20.98
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Interactive BWNYX Chart

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Fund Profile & Information for BWNYX

Bullfinch Greater Western New York Series is an open-end fund incorporated in the USA. The Fund's objective is capital appreciation. The Fund invests primarily in exchange-listed and over-the-counter common stocks of companies with small, medium and large capitalizations and have an important economic presence in the Greater Western New York Region.

Inception Date: 12-30-1997 Telephone: 1-585-624-3150
Web Site:

Fundamentals for BWNYX

NAV (on 2015-05-01) 20.98
Assets (M) (on 2010-02-09) 0.75
Fund Leveraged N
Minimum Investment 2,500.00
Minimum Subsequent Investment 250.00

Dividends for BWNYX

Dividend Type Long Term Cap Gain
Dividend Frequency Annual
Last Dividend Net (on 2014-12-26) 2.27
Dividend Yield (ttm) 10.82

Fees & Expenses for BWNYX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 1.25
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 1.73

Top Fund Holdings for BWNYX

Holding Data Unavailable.

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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