Burnham Financial Long/Short Fund

Scorecard
4 / 5 Stars
Lipper
2 2 4 2 1
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 26.71 0.0 26.71
Stocks 97.29 22.2 75.09
Bonds 0.0 0.0 0.0
Other 0.12 1.91 -1.79
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 0.0 0.0 0.0
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 04.30.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 04.30.2014

Ticker YTD Return % % Net Assets
Investors Bancorp Inc ISBC 12.04 8.23
1st United Bancorp FUBC 16.56 7.89
First Financial Holdings Inc SSB -4.65 7.08
ConnectOne Bancorp Inc CNOB 25.89 6.23
American Express Co AXP 5.6 5.38
ZAIS Financial Corp ZFC 7.42 5.08
Yadkin Financial Corp YDKN 13.91 4.42
Cowen Group, Inc. COWN 9.72 4.3
Citigroup Inc C -8.89 3.69
Gleacher & Co Inc GLCH 1.15 3.52

See Also:

Top Burnham Funds