Burnham Financial Long/Short Fund

Scorecard
4 / 5 Stars
Lipper
2 1 3 2 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 20.93 0.0 20.93
Stocks 98.28 18.17 80.12
Bonds 0.0 0.0 0.0
Other 0.15 1.07 -0.92
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 0.0 0.12 -0.12
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
Investors Bancorp Inc ISBC 9.19 9.43
First Financial Holdings Inc SCBT -3.17 7.81
1st United Bancorp FUBC 4.47 6.87
ConnectOne Bancorp Inc CNOB 24.73 5.11
American Express Co AXP 0.74 4.66
ZAIS Financial Corp ZFC 6.05 4.44
Yadkin Financial Corp YDKN 27.23 4.02
Cowen Group, Inc. COWN 16.62 3.67
Bank of America Corporation BAC 11.43 3.17
Citigroup Inc C -8.25 3.1

See Also:

Top Burnham Funds