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Morningstar

Buffalo Flexible Income Institutional BUIBX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 20.77  /  +0.14 %
  • Total Assets 483.2 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.86%
  • Turnover 1%

USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BUIBX

Will BUIBX 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 BUIBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BUIBX 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 BUIBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong management team and sound investment process underpin Buffalo Flexible Income Institutional's Morningstar Medalist Rating of Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BUIBX

More BUIBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

9.39 43.2 Mil
Technology

Eli Lilly and Co

5.06 23.3 Mil
Healthcare

Hess Corp

4.54 20.9 Mil
Energy

Costco Wholesale Corp

4.30 19.8 Mil
Consumer Defensive

ConocoPhillips

4.16 19.2 Mil
Energy

Chevron Corp

4.05 18.6 Mil
Energy

Exxon Mobil Corp

3.58 16.5 Mil
Energy

Arthur J. Gallagher & Co

3.42 15.7 Mil
Financial Services

APA Corp

3.12 14.4 Mil
Energy

PepsiCo Inc

2.95 13.6 Mil
Consumer Defensive