Buffalo Mid Cap BUFMX
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Good Things Come in These Small (Fund) Packages
… versus its peers in each of the past four calendar years. Its 1.19% expense ratio is low for its category. Buffalo Mid Cap BUFMX This quirky fund follows a theme-driven approach based on sectors and stocks its managers expect to succeed …
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These Top-Rated Funds Have Been Tax-Efficient, Too
… or tweak the screen to fit their own criteria. Here's a snapshot of a few of the funds that made the cut. Buffalo Mid Cap BUFMX The mid-cap growth category, where this fund resides, isn't known for tax efficiency. Although many of …
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Target / Balanced Funds
… Doubleline Emerging Mkts Fixed DLENX Bond Emerging Mkts 4% PIMCO Foreign Bond (unhedged) PFBDX Bond World Bond 4% Buffalo Mid - Cap BUFMX Mid-Cap Growth 4% Doubleline Total Return Bond DLTNX Bond Intermed 4% Fidelity Total Bond FTBFX Bond Intermed …
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Complete restructure of portfolio - opinions wanted
… Value 11% FAIRX Fairholme 09% SLADX Selected American Shares 09% DODFX Dodge & Cox International Stock 09% BUFMX Buffalo Mid Cap 09% PGVFX Polaris Global Value 07% VWELX Vanguard Wellington 07% SCMLX Schneider Value 06% UMBHX Scout Small …
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Portfolio for review and suggestions
… Vanguard Total Bond 7.80 fidelity cash reserv --- 5.08 Harbor Commodity Rea 5.03 Fidelity Contrafund 4.64 Manning & Napier Wor 4.61 Fairholme 4.57 Oakmark Internationa 4.47 Fidelity Strategic Dividend Income 2.44 Buffalo Mid Cap
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Looking for opionions about my IRA investment choices...
… 16 in total) I chose are as follows: Large: YACKX, PRBLX, and FMIHX – overall up over 4% Mid: JMCVX, FLPSX, and BUFMX – overall up 6% Small: JSCVX, JATTX, and FSCRX – overall up 6% Foreign: JAOSX, UMBWX, and OAKIX – overall up over 15 …
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Fidelity Tool Generated Asset Mix and Funds for Retirement
I would appreciate your feedback. Many Thanks! I am comfortable with Fidelity Internet tools and am able to use their Retirement Planner and Suggested Portfolio Design. The Fidelity tool generated conservative portfolio is below . Situation: Age 69, recently retired with $400K in assets. I don't need to withdraw more than 4% annually, and don't need to leave anything behind. I am currently mostly liquid cash/moneymarket and have less than 15% in equities and 10% in intermediate bond fund. (I am customer of both Fidelity and Vanguard) Questions: 1)What do you think of Fidelity's tool generated suggested allocation mix? 2) Using M* I can substitute certain funds with a stronger one. Any suggestions? 3)What is best approach/timing to move my holdings into this mix? Where should I be careful? 4) Any other solutions for someone trying to organize their assets to live on in retirement? FUND RECOMMENDED CATEGORY Percent Dollars Substitute Fund FIDELITY CASH RESERVES (FDRXX) Money Market Fund 30.00% $120,000 CDs FIDELITY SHORT-TERM BOND (FSHBX) Short-Term Bond 6.00% $24,000 Vanguard Short Term Bond Index (VBISX) ARTIO GLOBAL HIGH INCOME A (BJBHX) High Yield Bond 6.00% $24,000 WESTCORE PLUS BOND (WTIBX) Intermediate-Term Bond 5.00% $20,000 FIDELITY TOTAL BOND (FTBFX) Intermediate-Term Bond 7.00% $28,000 FIDELITY INTERMEDIATE BOND (FTHRX) Intermediate-Term Bond 7.00% $28,000 INVESCO US GOVERNMENT INVESTOR (AGIVX) Intermediate Government 7.00% $28,000 ASSETMARK CORE PLUS FIXED INCOME (AFCFX) Intermediate-Term Bond 6.00% $24,000 FIDELITY MORTGAGE SECS (FMSFX) Intermediate-Term Bond 6.00% $24,000 BUFFALO MID CAP ( BUFMX ) Mid-Cap Growth 7.00% $28,000 FIDELITY LARGE CAP STOCK (FLCSX) Large Growth 7.00% $28,000 OAKMARK INTERNATIONAL I (OAKIX) Foreign Large Value 6.00% $24,000
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BUFMX Buffalo Mid Cap Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… defines mid-cap stocks as those having market caps between $1.5 billion and $10 billion at the time of purchase. Buffalo Mid Cap remains a fine choice for investors who want some access to growing companies. This fund boasts veteran management, a …
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BUFMX Buffalo Mid Cap Fund Analysis, Report, Research, 5 Star Rating – Morningstar
… cap stocks as those having market caps between $1.5 billion and $10 billion at the time of purchase. Buy Analyst Pick Buffalo Mid Cap for its solid process and long-term performance, not its recent surge. This fund boasts a sound investment philosophy …
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The Best of Fidelity's Brokerage Platform
… has struggled out of the gate but is advised by a high-quality shop. Less contrarian but equally stellar is Buffalo Mid Cap BUFMX , run by Kansas City-based Kornitzer Capital Management. On the more aggressive side is Turner Mid Cap Growth …