Bullfinch Greater Western New York Series
BWNYX
NASDAQ
| Weiss Ratings | BWNYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | BWNYX-NASDAQ | Click to Compare |
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| Provider | Bullfinch | |||
| Manager/Tenure (Years) | Christopher Carosa (27) | |||
| Website | -- | |||
| Fund Information | BWNYX-NASDAQ | Click to Compare |
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| Fund Name | Bullfinch Greater Western New York Series | |||
| Category | Mid-Cap Value | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 30, 1997 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,500.00 | |||
| Minimum Subsequent Investment | 250.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BWNYX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.47% | |||
| Dividend | BWNYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.90% | |||
| Asset Allocation | BWNYX-NASDAQ | Click to Compare |
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| Cash | 29.75% | |||
| Stock | 80.24% | |||
| U.S. Stock | 80.24% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | -10.00% | |||
| Price History | BWNYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.24% | |||
| 30-Day Total Return | 2.27% | |||
| 60-Day Total Return | 0.30% | |||
| 90-Day Total Return | 5.91% | |||
| Year to Date Total Return | 20.58% | |||
| 1-Year Total Return | 13.90% | |||
| 2-Year Total Return | 37.02% | |||
| 3-Year Total Return | 36.63% | |||
| 5-Year Total Return | 56.01% | |||
| Price | BWNYX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BWNYX-NASDAQ | Click to Compare |
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| Nav | -- | |||
| 1-Month Low NAV | $30.63 | |||
| 1-Month High NAV | $32.69 | |||
| 52-Week Low NAV | $23.86 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $32.69 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | BWNYX-NASDAQ | Click to Compare |
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| Beta | -- | |||
| Standard Deviation | 14.22 | |||
| Balance Sheet | BWNYX-NASDAQ | Click to Compare |
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| Total Assets | 727.64K | |||
| Operating Ratios | BWNYX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.43% | |||
| Turnover Ratio | 0.00% | |||
| Performance | BWNYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 1,165.50% | |||
| Last Bear Market Total Return | -5.58% | |||