Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Buffalo High-Yield BUFHX
- NAV / 1-Day Return 10.59 / 0.00
- Total Assets 452.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.030%
- Distribution Fee Level High
- Share Class Type No Load
- Category High Yield Bond
- Credit Quality / Interest Rate Sensitivity Low/Limited
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 6.98%
- Effective Duration 2.40 years
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0
Morningstar’s Analysis BUFHX
Will BUFHX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Inv MM Government I | 5.36 | 21.1 Mil | Cash and Equivalents |
Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca | 2.83 | 11.2 Mil | Corporate |
Northern Oil And Gas, Inc. 8.13% | 2.34 | 9.2 Mil | Corporate |
The Geo Group T/L | 2.28 | 9.0 Mil | Corporate |
Directv Financing T/L | 2.24 | 8.8 Mil | Corporate |
Consensus Cloud Solutions Inc 6% | 1.81 | 7.1 Mil | Corporate |
KNOWLTON DEVELOPMENT CORPORATION T/L (7/25) | 1.76 | 7.0 Mil | Corporate |
AMNEAL PHARMACEUTICALS B T/L (11/23) | 1.75 | 6.9 Mil | Corporate |
Energy Transfer LP 7.13% | 1.72 | 6.8 Mil | Corporate |
Genesis Energy L.P. 8.88% | 1.71 | 6.7 Mil | Corporate |