Morningstar

Beck Mack + Oliver Partners Fund BMPEX

Medalist Rating as of Aug 31, 2026 See Beck Mack & Oliver Investment Hub

Strategy

The investment seeks long-term capital appreciation with the preservation of capital. The fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BMPEX	Beck Mack + Oliver Partners Fund	No Load	Open			Dec 1, 2009	$80.60M	1.000%	Above Average	$2,500	$147,949.71

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