Nasdaq - Delayed Quote USD

Buffalo Flexible Income (BUFBX)

20.88 +0.01 (+0.05%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 20.87
  • YTD Return 9.24%
  • Expense Ratio 0.86%
  • Category Large Value
  • Last Cap Gain 50.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 481.18M
  • Beta (5Y Monthly) 0.65
  • Yield 1.75%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.12
  • Inception Date Aug 12, 1994

The fund invests in both debt and equity securities. It is anticipated that the dollar-weighted average maturity of debt securities that the fund purchases will not exceed 15 years. With respect to its investments in equity securities, the fund may invest in companies in any sector and of any size of market capitalization. It may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges and U.S. over-the-counter markets.

Buffalo

Fund Family

Large Value

Fund Category

481.18M

Net Assets

1994-08-12

Inception Date

Performance Overview: BUFBX

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Trailing returns as of 6/28/2024. Category is Large Value.

YTD Return

BUFBX
9.24%
Category
4.44%
 

1-Year Return

BUFBX
20.66%
Category
14.37%
 

3-Year Return

BUFBX
11.14%
Category
6.04%
 

5-Year Return

BUFBX
11.63%
Category
9.20%
 

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Holdings: BUFBX

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Top 10 Holdings (46.20% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 9.92%
LLY
Eli Lilly and Company 5.58%
COST
Costco Wholesale Corporation 4.50%
COP
ConocoPhillips 4.30%
CVX
Chevron Corporation 4.04%
XOM
Exxon Mobil Corporation 3.93%
HES
Hess Corporation 3.91%
AJG
Arthur J. Gallagher & Co. 3.59%
ALL
The Allstate Corporation 3.37%
QCOM
QUALCOMM Incorporated 3.05%

Sector Weightings

SectorBUFBX
Energy   27.79%
Technology   17.52%
Healthcare   15.14%
Industrials   3.62%
Real Estate   2.52%
Utilities   0.00%

Recent News: BUFBX

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Research Reports: BUFBX

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