BUNRX Mutual Fund
BUNRX Mutual Fund
Bullfinch Unrestricted Series
BUNRX Mutual Fund Overview
BUNRX Mutual Fund (Bullfinch Unrestricted Series) is managed by Charles Schwab Asset Management. holding 35 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 1997-07-25.
BUNRX performance shows a YTD return of 34.95%. The 1-year return is 55.44% and the 5-year return is 10.89%. BUNRX dividend yield stands at 8.74%, paid annually.
BUNRX top holdings include Schwab US Treasury Money Ultra (0.1%), Western Digital Corp Company Guar 11/28 3 (0.1%), Cisco Systems Inc. - Ordinary Shares (0.1%), Flowserve Corp. (0.1%), Sandisk Corp/De (0.1%). View all BUNRX holdings, sector breakdown, or dividend history.
BUNRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BUNRX alternatives are available via the screener, along with tax-loss harvesting opportunities.