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Morningstar

Buffalo Large Cap BUFEX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 51.07  /  +1.83 %
  • Total Assets 137.8 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.03%
  • Turnover 46%

USD | NAV as of Jun 06, 2024 | 1-Day Return as of Jun 06, 2024, 10:21 PM GMT+0

Morningstar’s Analysis BUFEX

Will BUFEX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BUFEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BUFEX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BUFEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Buffalo Large Cap's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BUFEX

More BUFEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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NVIDIA Corp

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Technology

Apple Inc

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Technology

Amazon.com Inc

6.11 7.9 Mil
Consumer Cyclical

Fidelity Inv MM Government I

5.85 7.5 Mil
Cash and Equivalents

Alphabet Inc Class A

5.35 6.9 Mil
Communication Services

Meta Platforms Inc Class A

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Communication Services

Visa Inc Class A

2.40 3.1 Mil
Financial Services

Costco Wholesale Corp

2.02 2.6 Mil
Consumer Defensive

Eli Lilly and Co

1.69 2.2 Mil
Healthcare