BMPEX Mutual Fund

BMPEX Mutual Fund (Beck Mack + Oliver Partners Fund) is managed by Beck Mack & Oliver LLC with $85.3M in net assets. BMPEX expense ratio is 1.00%, holding 25 positions across sectors including Financials, Health Care, Industrials. Inception date: 2009-12-01.

BMPEX performance shows a YTD return of -0.36%. The 1-year return is 3.29% and the 5-year return is 7.30%.

BMPEX top holdings include Alphabet Inc. C (6.9%), Athene (Ath) / Apollo Global Management (Apo) (6.8%), Radnet Inc (6.3%), Blackstone Group Inc. Class A (6.0%), Ferguson Enterprises (5.6%). Go to all BMPEX holdings, BMPEX sectors, or BMPEX dividends.

BMPEX can be compared against other funds. Use BMPEX overlap to find shared positions, or BMPEX vs another fund for a side-by-side view. BMPEX alternatives are available via the screener, along with tax-loss harvesting opportunities.