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Morningstar

Buffalo Flexible Income BUFBX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 18.59  /  0.49 %
  • Total Assets 453.4 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.72%
  • Turnover 1%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:12 PM GMT+0

Morningstar’s Analysis BUFBX

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

People Pillar

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

A drop in People Pillar rating is the primary driver of Buffalo Flexible Income's downgrade to a Morningstar Medalist Rating of Silver from Gold.

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-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BUFBX

More BUFBX Holdings
  • Current Portfolio Date
  • Equity Holdings 53
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 42.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.59
39,162,100
Technology

Hess Corp

4.32
19,712,750
Energy

Chevron Corp

4.31
19,668,750
Energy

Eli Lilly and Co

4.11
18,759,200
Healthcare

Exxon Mobil Corp

3.88
17,696,250
Energy

ConocoPhillips

3.75
17,095,650
Energy

Costco Wholesale Corp

3.54
16,151,400
Consumer Defensive

Arthur J. Gallagher & Co

3.37
15,369,900
Financial Services

PepsiCo Inc

3.25
14,817,600
Consumer Defensive

APA Corp

3.00
13,668,000
Energy