Nasdaq - Delayed Quote USD
Beck Mack + Oliver Partners (BMPEX)
24.24
-0.12
(-0.49%)
At close: 8:05:08 AM EDT
Investment Information
- Min Initial Investment
- 2,500
- Min Initial Investment, IRA
- 20
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- 10
- Min Subsequent Investment, AIP
- 2.5
Broker Availability
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Schwab Institutional
- Shareholders Services Group
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Retail FundsNetwork
- Fidelity Retail FundsNetwork-NTF
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- CommonWealth NTF
- Vanguard NTF
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- Ameritas NTFN
- Scottrade NTF
- TIAA-CREF Brokerage Services
- Pershing FundVest NTF
- TD Ameritrade Retail
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- TD Ameritrade Retail NTF
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- Investacorp NTF
- ING Financial Partners Inc.
- JP Morgan No Load
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Cetera Financial Specialists LLC- Premier
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Large Blend |
| Fund Family | Beck, Mack & Oliver |
| Net Assets | 71.29M |
| YTD Return | -6.93% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 01, 2009 |
Performance & Risk
| YTD Return | -8.70% |
| 5y Average Return | 17.90% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.22 |
| Morningstar Risk Rating |
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