Skip to Content
Morningstar

Bullfinch Greater Western New York BWNYX

Morningstar Medalist Rating
Medalist Rating as of | See Bullfinch Investment Hub
  • NAV / 1-Day Return 25.29  /  +0.68 %
  • Total Assets 727,636.0
  • Adj. Expense Ratio
    1.440%
  • Expense Ratio 1.440%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.62%
  • Turnover 1%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis BWNYX

Will BWNYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BWNYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BWNYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BWNYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Bullfinch Greater Western New York to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BWNYX

More BWNYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash And Cash Equivalents

15.54 411,335
Cash and Equivalents

Schwab US Treasury Money Investor

7.87 208,237
Cash and Equivalents

Gibraltar Industries Inc

6.12 161,840
Industrials

Enviri Corp

4.81 127,428
Industrials

Ultralife Corp

4.65 123,018
Industrials

Paychex Inc

4.48 118,687
Industrials

Astronics Corp

4.47 118,370
Industrials

Extra Space Storage Inc

4.39 116,274
Real Estate

L3Harris Technologies Inc

3.94 104,210
Industrials

Oracle Corp

3.80 100,530
Technology