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BWNYX
Mutual Fund ticker: NASDAQ
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Bullfinch Greater Western New York (BWNYX) Ownership - Who owns Bullfinch Greater Western New York?

The investment seeks capital... Show more

Category: #Mid-Cap Value

Profile

Category
Mid-Cap Value
Address
Bullfinch Fund Inc1370 Pittsford Mendon Road
Phone
N/A
Web
www.bullfinchfund.com

Details

Group
Domestic Stock Funds
Category
Mid-Cap Value
Total Expense Ratio
1.44
Min. Initial Investment
2500.00
Fund Existence
over 27 years
Turnover
N/A
Front Load
N/A
Net Assets
N/A
Manager Tenure
N/A

Fundamentals

BWNYX
Net Assets
N/A
Fund Existence
over 27 years
Turnover
0.00
Total Expense Ratio
1.44
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Mid-Cap Value
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.44
Assets in Top Ten Holdings
1.28M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
N/A
Fund Type
OpenEnd
Index Fund
No
Management Fee
1.10
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
34.00
Number of Net Holdings
36.00
Number of Short Holdings
2.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
50.61%
Gain YTD
-11.169
Annual Yield % from dividends
0.59
Returns for 1 year
-8.83
Returns for 3 years
-2.74
Returns for 5 years
20.78
Returns for 10 years
14.58
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General Information

Category MidCapValue

Profile
Fundamentals
Details
Category
Mid-Cap Value
Address
Bullfinch Fund Inc1370 Pittsford Mendon Road
Phone
N/A
Web
www.bullfinchfund.com