BURKX Rating, Research - Burnham Financial Services A

Burnham Financial Services A (burkx)

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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 = 4

Threats + Weaknesses = 1

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks capital appreciation. The fund normally invests at least 80% of assets in stocks (see stock research) of U.S. companies in the financial services sector. Although it may invest in companies of any size, the fund typically invests in companies with market capitalization of $9.3 billion or less. The fund may invest up to 20% of total assets in companies outside the financial services sector and in debt securities of any maturity, duration, or credit rating (including junk bonds) from any government or corporate issuer, U.S. or foreign. It may also invest up to 15% of assets in foreign securities.

Management Analysis Update

Performance Analysis Update