Mutual Funds - Profile

Bullfinch Fund Unrestricted Series

US > Multi-Cap > Core

Rank

Universe Rank

Summary

Price

  • Last Close
  • $26.29
    -0.17
  • 52 Week HL
  • $26.93 - $22.25
  • Net Assets
  • $11 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Manager

  • Name
  • Christopher Carosa
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-1.3 % YTD

  • 3 Year
  • 22.21%
  • 5 Year
  • 49.32%
  • Best
  • 29.53%
    2003
  • Worst
  • -28.01%
    2008

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
BUNRX -1%24%19%29%-7%19%10%-1%10%31%14%
S&P 500 -1%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -1.3% 7.1% -18.4% 12.2% - 1.9% 3.1% 3.8% 0.9% 4.2% -
Q2 - 4.6% 14.4% 0.4% 1.2% 0.8% 2.2% -0.1% 3.5% 4.9% -
Q3 - 3.6% 2.1% 2.2% 5.2% 1% 2.9% -8.9% -0.4% 4.3% -
Q4 - 5.8% 9% 4.7% -11.1% 3.4% 2.2% 10.4% 8.8% 8.9% -

Returns +
M

J F M A M J J A S O N D
2022 -1.3% - - - - - - - - - - -
2021 -1.2% 2.9% 5.3% 2.2% 2.1% 0.2% 1.9% 1.3% 0.4% -1% -0.2% 4%

Annual
Return

Index Comparison

Alpha

NAV