Bullfinch Greater Western New York Series

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.

The current price of BWNYX fund is 28.83 USD — it has decreased by -0.45% in the past 24 hours. Watch BWNYX fund price performance more closely on the advanced chart.

BWNYX fund has decreased by 0.00% in the past week, has increased by 5.76% in the past month, and has increased by 9.87% in the past year. See more data on BWNYX fund chart.

As of 14 Jun 2025, the largest holdings include Oracle Corp., Paychex, Inc., Enviri Corporation, Ultralife Corp., Citigroup Inc., Astronics Corp.. See the full list of BWNYX fund holdings.

The BWNYX fund consists of 9 holdings, including Oracle Corp., Paychex, Inc., Enviri Corporation and others. See the full list of BWNYX fund holdings.

As of 14 Jun 2025, the BWNYX fund consists of 9 holdings. See the full list of BWNYX fund holdings.

The BWNYX fund sectors include - and more.

The easiest way to buy BWNYX fund is through an online broker. Some of the popular names are Vanguard, Fidelity, Schwab. Simply open an account, follow the procedures, and start trading. Alternatively, you can practice trading FUNDSs on Profit.com in Playtrade Tournaments or choose a recommended broker to trade directly.