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Bullfinch Greater Western New York BWNYX

Medalist Rating as of | See Bullfinch Investment Hub
  • NAV / 1-Day Return 25.48  /  +0.43 %
  • 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 0.66%
  • Turnover 1%

USD | NAV as of Feb 23, 2024 | 1-Day Return as of Feb 23, 2024, 11:10 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.

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 most expensive quintile among peers.

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Portfolio Holdings BWNYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 42.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash And Cash Equivalents

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Cash and Equivalents

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