Nasdaq - Delayed Quote USD
Beck Mack + Oliver Partners (BMPEX)
24.24
-0.12
(-0.49%)
As of 8:05:08 AM EDT. Market Open.
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- Previous Close
24.36 - YTD Return -6.93%
- Expense Ratio 1.00%
- Category Large Blend
- Last Cap Gain 40.00
- Morningstar Rating
- Morningstar Risk Rating --
- Sustainability Rating --
- Net Assets 71.29M
- Beta (5Y Monthly) 1.22
- Yield 0.00%
- 5y Average Return --
- Holdings Turnover 65.00%
- Last Dividend 0.01
- Inception Date Dec 1, 2009
The fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. The fund is non-diversified.
Beck, Mack & Oliver
Fund Family
Large Blend
Fund Category
71.29M
Net Assets
2009-12-01
Inception Date
Performance Overview: BMPEX
View MoreTrailing returns as of 4/30/2025. Category is Large Blend.
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Holdings: BMPEX
View MoreSector Weightings
SectorBMPEX
Financial Services 38.45%
Healthcare 17.56%
Technology 14.29%
Industrials 10.70%
Consumer Cyclical 6.88%
Communication Services 6.61%
Energy 2.93%
Real Estate 2.58%
Basic Materials 0.00%
Consumer Defensive 0.00%
Utilities 0.00%
Recent News: BMPEX
View MoreResearch Reports: BMPEX
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