Bullfinch Greater Western New York Series
BWNYX · NMFQS26.92
26.92
USD0.291.09%Sector weight
Sector
Equity %
Category Average
Industrials
38.95%
15.41%
Technology
19.58%
11.01%
Healthcare
10.06%
10.19%
Financial Services
9.33%
17.82%
Consumer Defensive
7.65%
6.84%
Real Estate
5.23%
6.60%
Utilities
3.33%
7.73%
Government
3.33%
2.74%
Municipal
3.33%
0.00%
Corporate
3.33%
1.94%
Securitized
3.33%
0.00%
Cash and Equivalents
3.33%
95.32%
Derivative
3.33%
0.00%
Energy
3.01%
5.68%
Consumer Cyclical
1.69%
10.96%
Communication Services
1.17%
2.83%
Basic Materials
0.00%
4.94%
World Regions
Region
Equity %
Category Average
North America
98.33%
95.05%
Europe Developed
0.66%
1.76%
United Kingdom
0.51%
1.82%
Asia Developed
0.33%
0.11%
Latin America
0.17%
0.59%
Japan
0.00%
0.25%
Australasia
0.00%
0.00%
Asia Emerging
0.00%
0.32%
Europe Emerging
0.00%
0.00%
Africa/Middle East
0.00%
0.11%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
11.66K USD
18.88K USD
30.24K USD
Medium
29.16%
50.65%
95.52%
Micro
21.87%
0.71%
0.00%
Small
15.98%
33.12%
1.11%
Large
11.23%
10.95%
3.37%
Giant
6.77%
1.60%
0.00%
Valuation and Growth
Growth Rates
BWNYX.US
Category Average
Price/Prospective Earnings
14.52%
14.19%
Price/Cash Flow
8.14%
9.38%
Dividend Yield
1.94%
2.27%
Price/Book
1.93%
1.97%
Price/Sales
0.98%
1.13%
Valuation Rates
BWNYX.US
Category Average
Long-Term Earnings
10.83%
10.23%
Sales Growth
8.93%
8.05%
Book-Value Growth
4.67%
2.34%
Cash-Flow Growth
3.27%
8.04%
Historical Earnings
-1.55%
3.92%
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