BWNYX Mutual Fund

BWNYX Mutual Fund

NAV$31.75
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Fund Essentials - as of Jul 31, 2026

Net Assets
-
Expense Ratio
-
Dividend Yield (Current)
-
Holdings
33
Inception Date
Dec 30, 1997
Fund Family
Bullfinch Fund
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+10.31%
1 Year-0.59%
3 Year+11.08%
5 Year+6.41%
10 Year+5.28%

Asset Allocation

Stocks: 90.22%
Cash: 9.78%
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Top Holdings

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TickerNameWeight
SNSXXSchwab US Treasury Money Investor9.79%
MOG.AMoog Inccommon Stock6.18%
SCHWSchwab Strategic T6.16%
CCitigroup Inc.5.27%
ITGRInteger Holdings Corp5.12%
Top 10 Concentration: 50.90%Report Date: Jul 31, 2026
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Dividend Summary

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Latest Distribution
$0.64
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

BWNYX Mutual Fund Overview

BWNYX Mutual Fund (Bullfinch Western New York Series) is managed by Bullfinch Fund. holding 33 positions across sectors including Industrials, Financials, Health Care. Inception date: 1997-12-30.

BWNYX performance shows a YTD return of 10.31%. The 1-year return is -0.59% and the 5-year return is 6.41%.

BWNYX top holdings include Schwab US Treasury Money Investor (9.8%), Moog Inccommon Stock (6.2%), Schwab Strategic T (6.2%), Citigroup Inc. (5.3%), Integer Holdings Corp (5.1%). Go to all BWNYX holdings, BWNYX sectors, or BWNYX dividends.

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