BURHX Rating, Research - Burnham A

Burnham A (burhx)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 255

Threats + Weaknesses = 147

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

Fund Management Team

Fund Description Update

Burnham A (BURHX) Description: BURHX is a mutual fund, which is an investment that owns a basket of assets. The BURHX 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 long management tenure and is in the small fund size classification. BURHXs minimum initial investment amount is $2500 while the IRA minimum is $100. BURHXs expense ratio is roughly 2%. The latest BURHXs front end load was 5% and the back end load was 0%. The Burnham A (BURHX) mutual fund falls under the large-cap mixed category. BURHX focuses its investments in USA and BURHX is not affiliated with a particular industry or fund sector. The Burnham A (BURHX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BURHXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BURHXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in common stocks (see stock research) from the universe of the funds benchmark index, which is the S&P 500® Index. Stocks are selected for their potential contribution to the long-term growth of capital, utilizing INTECHs mathematical investment process. It can invest assets in derivatives.

Management Analysis Update

Performance Analysis Update