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Fund |
| Fund name: Burnham A
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| Symbol: BURHX
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Portfolio contains these types of investments:
Siebel Sys - Pfizer - EMC - Citigroup - Intel - Cisco Sys - IBM - ExxonMobil - American Express - General Elec
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| Minimum Investment: $1,000
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| 1-Year Profit Projection: NA
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Brief fund description:
Burnham Fund - Class A seeks capital appreciation; income is a secondary consideration. The fund primarily purchases common stocks and other equity securities. It may invest without limit in fixed-income securities when market conditions warrant. The fund may invest up to 15% of assets in foreign securities; this limitation does not include American depositary receipts. Class A shares have front loads; B shares have deferred loads, higher 12b-1 fees, and conversion features; C shares have level loads. Past name: Drexel Burnham Fund and was managed by Drexel Management Corporation. On April 30, 1999, Burnham Fund - Class C merged into the fund.
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Expenses
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| Annual expense ratio: 1.30
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| Tax Efficiency: NA
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Load Type:
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| Load Percentage: 5.0
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Performance
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| Performance 3 Months: 14.4
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| Performance Year to Date: 17.5
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| Performance 12 Months: 42.0
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| Performance 3 Years: 25.4
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| Performance 5 Years: 24.7
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Additional Comments
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Fund Features:
N/A
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Fund Strategy:
N/A
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