BFSIX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

BFS Equity Institutional (BFSIX) Ownership - Who owns BFS Equity Institutional?

The investment seeks long-term appreciation through growth of principal and income... Show more

Category: #Large Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

BFSIX

Net Assets

56.1M

Fund Existence

over 11 years

Turnover

22.31

Total Expense Ratio

0.99

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.21

Assets in Top Ten Holdings

22.2M

Average Credit Quality

N/A

Average Effective Duration

0.13

Average Effective Maturity

0.13

Fund of Funds

Fund Share Class Net Assets

56.1M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

0.14

No Load Fund

Yes

Number of Long Holdings

44.00

Number of Net Holdings

44.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

44.43%

Gain YTD

-6.605

Annual Yield % from dividends

0.50

Returns for 1 year

3.56

Returns for 3 years

19.65

Returns for 5 years

59.18

Returns for 10 years

105.70

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General Information

Category LargeBlend

Profile

Fundamentals

Details