Bullfinch Greater Western New York Series
BWNYX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
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Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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Performance
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Price
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NAV
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Company Information
Provider
Bullfinch
Manager/Tenure
(Years)
(Years)
Christopher Carosa (27)
Website
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Address
Bullfinch
Mendon NY - 14506
Mendon NY - 14506
Country
United States
Phone Number
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Investment Strategy
The investment seeks capital. The fund uses a value approach in its securities selection process. The adviser emphasizes fundamental corporate considerations related to the prospects of the issuer and its industry. Under normal conditions, the adviser invests at least 80% of the fund's net assets plus amounts borrowed for investment purposes (if any) in securities of companies with an important economic presence in the Greater Western New York Region of New York. The fund is non-diversified.