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Nasdaq - Delayed Quote USD

Buffalo Flexible Allocation (BUFBX)

21.00
-0.16
(-0.76%)
At close: March 28 at 8:03:36 PM EDT
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  • Previous Close 21.16
  • YTD Return 6.42%
  • Expense Ratio 1.01%
  • Category Large Value
  • Last Cap Gain 61.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 481.01M
  • Beta (5Y Monthly) 0.68
  • Yield 1.43%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.05
  • Inception Date Jul 1, 2019

The fund invests in both debt and equity securities. The allocation of assets invested in each type of security is designed to primarily achieve high current income, with a secondary objective of long-term capital appreciation. The fund retains the right to invest up to 100% of its net assets in equity securities or up to 100% of its net assets in debt securities.

Buffalo

Fund Family

Large Value

Fund Category

481.01M

Net Assets

2019-07-01

Inception Date

More about Buffalo Flexible Allocation

Performance Overview: BUFBX

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Trailing returns as of 3/27/2025. Category is Large Value.

YTD Return

BUFBX
6.42%
Category
4.44%
 

1-Year Return

BUFBX
11.72%
Category
14.37%
 

3-Year Return

BUFBX
9.63%
Category
6.04%
 

5-Year Return

BUFBX
13.34%
Category
9.20%
 

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Holdings: BUFBX

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Sector Weightings

SectorBUFBX
Energy   25.03%
Consumer Defensive   20.07%
Technology   18.36%
Healthcare   15.33%
Financial Services   9.69%
Industrials   3.83%
Communication Services   3.32%
Real Estate   3.29%
Basic Materials   1.07%
Consumer Cyclical   0.00%
Utilities   0.00%
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Recent News: BUFBX

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Research Reports: BUFBX

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