BMPEX : Beck, Mack & Oliver Partners Fund

BMPEX is a US Stocks Market Large Blend with HIGH fees.

BMPEX

Beck, Mack & Oliver Partners Fund

FI Score

26 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

1 /10

Category Score

10 /10

Market Size

1 /10

26% FI Score
  • bmpex
  • Mutual Fund
  • US Stocks
  • Large Blend

Beck, Mack & Oliver Partners Fund

Expenses: 1.00% (Better than 0% of similar funds)

This is a bad choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term capital appreciation with the preservation of capital. The fund invests primarily in a portfolio of common stocks and securities convertible into or exercisable for common stocks issued by companies of any size, but it may also invest in preferred stocks and fixed, variable and floating rate fixed-income securities such as investment grade notes, bonds and debentures. The fund is non-diversified.

Largest Holdings

Amount Holding
8.41% Microsoft Corp
7.54% Blackstone Group Inc
7.27% Apollo Global Management Inc Pfd
7.05% Alphabet Inc Class C
6.72% Enstar Group Ltd
6.12% CenturyLink Inc
5.30% JPMorgan Chase & Co
4.96% Armstrong World Industries Inc
4.41% Laboratory Corp of America Holdings
4.29% Teva Pharmaceutical Industries Ltd ADR
4.26% Discovery Inc C
4.14% Credit Acceptance Corp
4.07% Westinghouse Air Brake Technologies Corp
3.68% Enterprise Products Partners LP
3.26% BlackBerry Ltd
2.81% Grifols SA ADR
2.71% Advanced Drainage Systems Inc
2.53% Sherwin-Williams Co
2.51% RadNet Inc
2.34% Waters Corp
2.18% Abbott Laboratories
1.46% Ashtead Group PLC
0.82% Matador Resources Co
0.74% Charles Schwab Corp

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