Burnham Financial Industries A (burfx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
Fund Management Team
Fund Description Update
Burnham Financial Industries A (BURFX) Description: BURFX is a mutual fund, which is an investment that owns a basket of assets. The BURFX 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 average fund size classification. BURFXs minimum initial investment amount is $2500 while the IRA minimum is $100. BURFXs expense ratio is roughly 2%. The latest BURFXs front end load was 5% and the back end load was 0%. The Burnham Financial Industries A (BURFX) mutual fund falls under the financial category. BURFX focuses its investments in USA and BURFX is focused on the financial industry or fund sector. The Burnham Financial Industries A (BURFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BURFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BURFXs research report features technical analysis and long term investment potential.
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.