Mutual Funds - Profile

Bullfinch Fund Greater Western New York Series

US > Multi-Cap > Core

Rank

Universe Rank

Summary

Price

  • Last Close
  • $25.27
    -0.23
  • 52 Week HL
  • $26.21 - $19.05
  • Net Assets
  • $727.64 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Nov 30, -0001

Top 10 Holdings
Aug 10, 2021

Company Holding
Company Holding
Total 0%

Manager

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

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
13.4 % YTD

  • 3 Year
  • 17.94%
  • 5 Year
  • 32.6%
  • Best
  • 45.78%
    2003
  • Worst
  • -24.63%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BWNYX 19%19%29%-7%19%10%-1%10%31%14%-1%
S&P 500 21%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 12.2% -20.4% 13.1% 1.3% 1% 2.8% 2.2% 4% 11.8% 6.1% -
Q2 1% 8.2% 0.8% 1.7% - -0.3% -5.4% 1.6% 4.5% -6.8% -
Q3 -2.8% 1.5% -0.1% 5.3% 1.6% -0.9% -5% -2.7% 4.4% 3.7% -
Q4 1.7% 9.6% 2.6% -13.4% 1.7% 4.8% 7.3% 7.6% 9.1% 1% -

Returns +
M

J F M A M J J A S O N D
2021 -0.1% 6.4% 5.6% 1.7% 1.4% -2.1% 0.5% 0.4% -3.7% 2.3% - -
2020 -0.5% -6.8% -14.2% 7.6% 2.6% -2% 0.7% 3.2% -2.3% -1.9% 13.1% -1.2%

Annual Return

Index Comparison

Alpha

NAV