Burnham Financial Long/Short Fund

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

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 18.1 0.0 18.1
Stocks 100.6 16.75 83.85
Bonds 0.0 0.0 0.0
Other 0.02 1.4 -1.38
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 0.0 0.57 -0.57
Convertible 0.0 0.0 0.0
Preferred 0.0 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
Investors Bancorp Inc ISBC 3.01 9.28
First Financial Holdings Inc SCBT -8.96 8.07
1st United Bancorp FUBC 1.18 6.66
ConnectOne Bancorp Inc CNOB 18.93 5.05
American Express Co AXP -0.58 4.46
ZAIS Financial Corp ZFC 8.61 4.46
Yadkin Financial Corp YDKN 12.85 4.02
Cowen Group, Inc. COWN 11.76 3.6
Bank of America Corporation BAC 4.69 3.31
Citigroup Inc C -8.62 3.11

See Also:

Top Burnham Funds