About BFSIX
BFS Equity Fund Institutional Class is an actively managed mutual fund focused on large capitalization U.S. equities. Its primary objective is to achieve long-term capital appreciation by investing in companies that exhibit high quality and attractive valuations. The fund's strategy, guided by Bradley, Foster & Sargent, Inc., employs both qualitative and quantitative analyses to select stocks: it seeks firms with strong management, established business models, competitive advantages, and solid market positions, while also emphasizing financial measures such as high returns on equity, consistent earnings growth, strong margins, and effective capital allocation.
BFS Equity Fund Institutional Class broadly diversifies across industries but may selectively underweight sectors based on macroeconomic views. It typically holds a concentrated portfolio, with a significant portion allocated to major technology and financial companies. The fund may also invest in mid-cap stocks, foreign companies (including through ADRs), and occasionally in cash or equivalents. With a focus on long-term growth, it plays a significant role for institutional investors seeking exposure to quality U.S. large-cap equities through a disciplined, research-driven approach.
Fund Family BFS
Category Large Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BFSIX
Share Class Institutional Class
BFSIX had a total return of 8.74% in the past year, including dividends. Since the fund's
inception, the average annual return has been 23.60%.
