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Morningstar

Buffalo Large Cap BUFEX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 47.31  /  −0.06 %
  • Total Assets 125.8 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.03%
  • Turnover 46%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BUFEX

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

  • People Pillar

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

Buffalo Large Cap's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BUFEX

More BUFEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

11.44 12.6 Mil
Technology

Apple Inc

8.99 9.9 Mil
Technology

Amazon.com Inc

6.00 6.6 Mil
Consumer Cyclical

Alphabet Inc Class A

5.78 6.4 Mil
Communication Services

NVIDIA Corp

4.48 4.9 Mil
Technology

Fidelity Inv MM Government I

4.44 4.9 Mil
Cash and Equivalents

Visa Inc Class A

2.61 2.9 Mil
Financial Services

Meta Platforms Inc Class A

2.47 2.7 Mil
Communication Services

Costco Wholesale Corp

2.00 2.2 Mil
Consumer Defensive

Eli Lilly and Co

1.48 1.6 Mil
Healthcare