Beck Mack + Oliver Partners Fund (BMPEX) Research

This fund primarily focuses its investments on equity securities, encompassing common shares and financial instruments exchangeable for or convertible into common stock, issued by companies of all sizes. Furthermore, it retains the flexibility to invest in preferred stock and various income-generating debt obligations—including those with fixed, variable, or floating interest rates—such as investment-grade notes, bonds, and debentures. The fund is classified as non-diversified.

Market snapshot

Symbol
BMPEX
Price
$26.72
Day change
+0.79%
Market cap
$76.1M
52-week range
23.86-29.03
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Virtus NFJ International Value Fund (AFJAX)
  • Ave Maria Focused Fund (AVEAX)
  • Destra Multi-Alternative Fund (DMA)
  • Government Street Mid-Cap Fund (GVMCX)
  • Hennessy Large Cap Financial Fund (HLFNX)
  • Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund (PLHHX)
  • Sit Balanced Fund (SIBAX)
  • Timothy Plan Small/Mid Cap Growth Class A (TAAGX)

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