Burnham Fund

Scorecard
3 / 5 Stars
Lipper
2 1 5 2 2
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Fees

Updated 12.31.2013

Maximum Sales Fees %
Initial 5.0
Deferred

Updated 12.31.2013

Maximum Fees %
Administrative 0.15
Management 0.6
Redemption 2.0

Updated 12.31.2013

Actual Fees %
12b-1 0.25
Management 0.6
Net Expense Ratio: Annual Report 1.33
Net Expense Ratio: Prospectus 1.43

Updated 03.05.2014

Total Cost Projections
3-Year $930.00
5-Year $1,243.00
10-Year $2,127.00

Purchase Information

Updated 05.01.2013

Minimum Investments
Initial $2,500.00
Additional $500.00
Initial IRA $100.00
Additional IRA $50.00
Initial AIP $100.00
Additional AIP $50.00