Bullfinch Mutual Funds List
Here you can find all mutual funds issued by Bullfinch and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.52%
- Avg. 1 Year Return
- 16.58%
- Avg. 5 Year Return
- 5.59%
- Median Risk/Return Score
- 17 / 100
Bullfinch Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bullfinch Greater Western New York Series | Mid Cap Blend Equities | Dec 30, 1997 | 1.52% | 12.98% | 5.75% | 0.00% | 17 |
Explore top Bullfinch Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best Bullfinch Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| Bullfinch Greater Western New York Series | 17 | — | Dec 1997 |
Best-Performing Bullfinch Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| Bullfinch Greater Western New York Series | 5.59% | — | Dec 1997 |
Lowest-Cost Bullfinch Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| Bullfinch Greater Western New York Series | 1.52% | — | Dec 1997 |
Highest-Yield Bullfinch Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| Bullfinch Greater Western New York Series | 0.00% | — | Dec 1997 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.