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BMPEX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Beck Mack + Oliver Partners (BMPEX) Ownership - Who owns Beck Mack + Oliver Partners?

The investment seeks long-term capital appreciation with the preservation of capital... Show more

Category: #Large Blend

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

Profile

Details

Group

Domestic Stock Funds

Fundamentals

BMPEX

Net Assets

80.4M

Fund Existence

over 15 years

Turnover

11.00

Total Expense Ratio

1.00

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Large Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.54

Assets in Top Ten Holdings

35.7M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

81.2M

Fund Type

OpenEnd

Index Fund

Management Fee

1.00

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

26.00

Number of Net Holdings

26.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

58.80%

Gain YTD

6.478

Annual Yield % from dividends

0.00

Returns for 1 year

15.39

Returns for 3 years

65.43

Returns for 5 years

131.17

Returns for 10 years

160.71

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Category LargeBlend

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