Greater Western New York SeriesBWNYX

MUTUAL FUNDCarosa Stanton Asset Management LCC
Type
Mutual fund
Peer group
US equity: mid companies
Net assets
$3.9M
Expense ratio
—
1-year return
+42.1%
3 years, a year
+19.3%
5 years, a year
+9.1%
Holdings
35

Top 10 holdings.

Holding% of fund
Schwab US Treasury Money Investor10.06%
NVRI Enviri Corporation7.51%
C Citigroup Inc.5.28%
MOG-A Moog, Inc. Class A4.95%
LHX L3Harris Technologies Inc.4.13%
GLW Corning Inc.4.02%
ITGR Integer Holdings Corporation3.88%
ATRO Astronics Corp.3.86%
AVT Avnet, Inc.3.83%
GHM Graham Corp.3.43%

More on BWNYX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.