BUNRX Mutual Fund

BUNRX Mutual Fund (Bullfinch Unrestricted Series) is managed by Charles Schwab Asset Management. holding 35 positions across sectors including Information Technology, Industrials, Consumer Discretionary. Inception date: 1997-07-25.

BUNRX performance shows a YTD return of 26.21%. The 1-year return is 41.02% and the 5-year return is 9.00%. BUNRX dividend yield stands at 9.35%, paid annually.

BUNRX top holdings include Schwab US Treasury Money Ultra (0.1%), Western Digital Corp Company Guar 11/28 3 (0.1%), Sandisk Corp/De (0.1%), Cisco Systems Inc. - Ordinary Shares (0.1%), Flowserve Corp. (0.1%). Go to all BUNRX holdings, BUNRX sectors, or BUNRX dividends.

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