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Morningstar

Buffalo Dividend Focus BUFDX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 28.83  /  −0.10 %
  • Total Assets 155.9 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 1.35%
  • Turnover 2%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:06 PM GMT+0

Morningstar’s Analysis BUFDX

Will BUFDX 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 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.

A sound investment process and strong management team underpin Buffalo Dividend Focus'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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BUFDX

More BUFDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inv MM Government I

7.47 10.6 Mil
Cash and Equivalents

Microsoft Corp

4.92 7.0 Mil
Technology

Apple Inc

4.20 6.0 Mil
Technology

Meta Platforms Inc Class A

3.30 4.7 Mil
Communication Services

Viper Energy Inc Ordinary Shares - Class A

3.30 4.7 Mil
Energy

Visa Inc Class A

2.36 3.4 Mil
Financial Services

S&P Global Inc

2.21 3.1 Mil
Financial Services

UnitedHealth Group Inc

2.07 2.9 Mil
Healthcare

Burford Cap Ltd

1.98 2.8 Mil
—

Royal Caribbean Group 6%

1.87 2.7 Mil
Corporate