BURCX Rating, Research - Burnham Financial Industries C

Burnham Financial Industries C (burcx)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 6

Threats + Weaknesses = 2

When strengths & opportunities substantially exceed threats & weaknesses an investment in the burcx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Burnham Financial Industries C (BURCX) Description: BURCX is a mutual fund, which is an investment that owns a basket of assets. The BURCX mutual fund was provided by Burnham and this investment vehicle derives the majority of its value from equity holdings (stocks). Burnhams mutual fund has a medium management tenure and is in the small fund size classification. BURCXs minimum initial investment amount is $2500 while the IRA minimum is $100. BURCXs expense ratio is roughly 3%. The latest BURCXs front end load was 0% and the back end load was 1%. The Burnham Financial Industries C (BURCX) mutual fund falls under the financial category. BURCX focuses its investments in USA and BURCX is focused on the financial industry or fund sector. The Burnham Financial Industries C (BURCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BURCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BURCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund pursues its goal by investing at least 80% of assets in the common stocks [*http://www.wikiwealth.com/company (see stock research) 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 funds non-diversified.

Management Analysis Update

Performance Analysis Update