- What does BMPEX invest in?
- 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.
- What is the expense ratio of BMPEX?
- Beck Mack + Oliver Partners Fund (BMPEX) charges an expense ratio of 1.00%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BMPEX?
- Beck Mack + Oliver Partners Fund (BMPEX) manages $77.6M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BMPEX actively managed or an index fund?
- BMPEX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was BMPEX launched?
- Beck Mack + Oliver Partners Fund (BMPEX) launched in December 2009 and is managed by the fund issuer.
- How has BMPEX performed?
- BMPEX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
