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Bullfinch Greater Western New York BWNYX

Quantitative rating as of
NAV / 1-Day Return
23.78  /  0.75 %
Total Assets
727,636.0
Adj. Expense Ratio
1.520%
Expense Ratio
1.520%
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
0.00
Turnover
0

Morningstar’s Analysis BWNYX

Will BWNYX outperform in future?

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

Summary

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An average Process Pillar and a subpar Parent Pillar help limit Bullfinch Greater Western New York to a Morningstar Quantitative Rating of Neutral. 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.

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