Morningstar

Buffalo Flexible Allocation Fund BUFBX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 22.27  /  −0.18 %
  • Total Assets 462.8M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • 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 1.52%
  • Turnover 0

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 1:11 AM GMT+0

Morningstar’s Analysis BUFBX

Will BUFBX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Buffalo Flexible Allocation holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BUFBX

More BUFBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chevron Corp

9.58 44M
Energy

Microsoft Corp

7.18 33M
Technology

Exxon Mobil Corp

5.67 26M
Energy

Eli Lilly and Co

5.15 24M
Healthcare

Costco Wholesale Corp

4.29 20M
Consumer Defensive

ConocoPhillips

4.27 20M
Energy

Kinder Morgan Inc Class P

4.05 19M
Energy

International Business Machines Corp

3.66 17M
Technology

Johnson & Johnson

3.58 17M
Healthcare

Allstate Corp

3.57 17M
Financial Services

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