Mutual funds have been an important part of the Burnham tradition for over a quarter of a century. Separate entities within the Burnham Financial Group handle the management, administration, and distribution of a growing family of mutual funds, each designed to take advantage of a specific investment concept or technique.
Our firm's original fund, the Burnham Fund, is the cornerstone for a fund family that currently includes additional equity funds.
Burnham Fund uses a combination of approaches to assemble a diverse portfolio that is oriented primarily toward capital appreciation but has an income component as well.
The Burnham Financial Industries Fund invests in the common stocks of U.S. companies of any market capitalization that are in the financial services sector. (In contrast, the Burnham Financial Services Fund invests primarily in financial services companies that have market capitalizations of less than $8 billion.) Burnham Financial Services Fund focuses on stocks of smaller financial services firms that may benefit from long-term changes in the financial sector.
The firm's mutual funds can serve as components of a client's portfolio and may be appropriate as choices offered in the context of a defined contribution plan. As the firm's policy account, the Burnham Fund embodies the balanced, comparatively conservative approach to investing that has served the firm and its clients well in the course of the firm's history.
Past performance is not a guarantee of future results. Investment return and principal value will fluctuate with market conditions and an investor's shares, when redeemed, may be worth more or less than their original cost.