Tuesday, September 07, 2010

Fund Pick List Market Commentary Accumulate List New/Hold List Reduce List Liquidate List Fund Profile Snapshot Performance Metrics Fund Cycle Metrics Bull/Bear Metrics Fund Alerts Execution Alerts

Burnham Financial Industries C (BURCX) Category:   Financial Status:   Open to new investors Current Recommendation: NewBuy Pevious Recommendation: NewBuy Reason (last updated on 5/20/2009): This is a low risk high performance financial services fund. It dropped -39% from its 10/5/07 high to 3/9/09 low. It is up 49.1% from its low point. Using MPT Statistics, in relationship to its financial services peers, it has a beta of 0.49 (indicating lower volatility or risk) and an alpha of 11.84 indicating superior annualized performance relative to its category. It is down less than -1% over last one year and has positive performance over last three years. It is a class C fund and carries a short term redemption fee of 2% if sold in less than 30 days. It carries an additional CDSC of 1% if sold in less than one year. It is available at Fidelity. Yahoo Financial Chart, click here Morningstar Profile, click here Subscribe to email alerts for this mutual fund