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Morningstar

Buffalo Dividend Focus Institutional BUIDX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 29.82  /  +0.07 %
  • Total Assets 161.9 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.52%
  • Turnover 2%

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

Morningstar’s Analysis BUIDX

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

  • People Pillar

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

A drop in its Process Pillar rating is the primary driver of Buffalo Dividend Focus Institutional's downgrade to a Morningstar Medalist Rating of Silver from 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 BUIDX

More BUIDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inv MM Government I

7.47 10.6 Mil
Cash and Equivalents

Microsoft Corp

4.92 7.0 Mil
Technology

Apple Inc

4.20 6.0 Mil
Technology

Meta Platforms Inc Class A

3.30 4.7 Mil
Communication Services

Viper Energy Inc Ordinary Shares - Class A

3.30 4.7 Mil
Energy

Visa Inc Class A

2.36 3.4 Mil
Financial Services

S&P Global Inc

2.21 3.1 Mil
Financial Services

UnitedHealth Group Inc

2.07 2.9 Mil
Healthcare

Burford Cap Ltd

1.98 2.8 Mil
—

Royal Caribbean Group 6%

1.87 2.7 Mil
Corporate