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Buffalo Flexible Income BUFBX

Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 20.77  /  +1.02 %
  • Total Assets 487.7 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 1.75%
  • Turnover 1%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 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.

A strong management team and sound investment process underpin Buffalo Flexible Income's Morningstar Medalist Rating of 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-costliest quintile among peers.

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Portfolio Holdings BUFBX

  • 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