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Burgundy Us Small/mid Cap Fund (0P00006VQY)

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Burgundy US Small/Mid Cap Fund historical data, for real-time data please try another search

0.022 0.000 0.00%

04/02 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 117.53M

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0P00006VQY Holdings

Comprehensive information about top holdings and Key Holding Information for the Burgundy US Small/Mid Cap Fund (0P00006VQY) fund. Our Burgundy US Small/Mid Cap Fund portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	8.690	8.690	0.000
Shares	91.310	91.310	0.000

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.124	17.086
Price to Book	2.450	2.413
Price to Sales	1.293	1.532
Price to Cash Flow	5.823	10.652
Dividend Yield	1.373	1.509
5 Years Earnings Growth	14.879	11.829

Sector Allocation

Name	Net %	Category Average
Financial Services	24.950	16.900
Industrials	19.300	18.719
Consumer Cyclical	19.140	12.843
Technology	9.660	15.664
Consumer Defensive	9.540	4.499
Healthcare	8.950	10.159
Real Estate	8.460	7.205

Region Allocation

Equities

North America

Developed Markets

Top Holdings

Number of long holdings: 36

Number of short holdings: 0

Name	ISIN	Weight %	Last	Change %
Arthur J. Gallagher & Co	-	5.65	-	-
SS&C Technologies Holdings Inc	-	5.64	-	-
Copart Inc	-	5.58	-	-
Primerica Inc	-	5.08	-	-
Penske Automotive Group Inc	-	5.03	-	-
Houghton Mifflin Harcourt Co	-	4.83	-	-
American Homes 4 Rent Class A	-	4.51	-	-
Laboratory Corp of America Holdings	-	4.47	-	-
Premier Inc Class A	-	3.70	-	-
Jefferies Financial Group Inc	-	3.61	-	-

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Recent Quotes

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Burgundy US Small.	0.022	0.000	0.00%
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