Burnham Funds

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 Long/Short 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 $1 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.
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For more information on any Burnham fund, please request a free prospectus from your financial advisor, call Burnham Funds at (800) 874-FUND, or click here to download a prospectus. An investor should consider the investment objectives, risks, charges, and expenses of an investment carefully before investing. The prospectus contains this and other information. Read it carefully before you invest or send money.

Each of the investment products, mutual funds or services referred to in this site may be offered only to persons in the United States. This web site should not be considered a solicitation or offering of any investment products, funds or services to investors outside the United States.

Burnham Securities Inc., Principal Distributor