Morningstar

Buffalo Growth & Income Fund BUFDX

Morningstar Medalist Rating
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Medalist Rating as of See Buffalo Investment Hub
  • NAV / 1-Day Return $39.09  /  +0.28 %
  • Fund Size $185.5M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.910%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 1.13%
  • Turnover Ratio 4%
NAV and 1-Day Return as of

Morningstar’s Analysis BUFDX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Buffalo Growth & Income holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BUFDX

More BUFDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

5.06 9M
Technology

Meta Platforms Inc Class A

4.22 7M
Communication Services

Microsoft Corp

3.92 7M
Technology

Royal Caribbean Group

3.06 5M
Consumer Cyclical

Alphabet Inc Class C

2.59 5M
Communication Services

JPMorgan Chase & Co

2.58 5M
Financial Services

Alphabet Inc Class A

2.53 5M
Communication Services

Visa Inc Class A

2.50 4M
Financial Services

Parker Hannifin Corp

2.17 4M
Industrials

Viper Energy Inc Ordinary Shares - Class A

2.15 4M
Energy

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