BMPEX Mutual Fund
BMPEX Mutual Fund
Beck Mack + Oliver Partners Fund

BMPEX Mutual Fund Overview
BMPEX Mutual Fund (Beck Mack + Oliver Partners Fund) is managed by Beck Mack & Oliver LLC with $78.3M in net assets. BMPEX expense ratio is 1.00%, holding 25 positions across sectors including Financials, Health Care, Industrials. Inception date: 2009-12-01.
BMPEX performance shows a YTD return of -4.64%. The 1-year return is 1.10% and the 5-year return is 7.03%.
BMPEX top holdings include Alphabet Inc. C (6.9%), Athene (Ath) / Apollo Global Management (Apo) (6.8%), Radnet Inc (6.3%), Blackstone Group Inc. Class A (6.0%), Ferguson Enterprises (5.6%). View all BMPEX holdings, sector breakdown, or dividend history.
BMPEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BMPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.