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Morningstar

Buffalo Large Cap BUFEX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 42.03  /  0.33 %
  • Total Assets 107.5 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 —
  • Turnover 46%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 11:20 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 Process Pillar and People 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 81
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 46.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.64
10,601,306
Technology

Apple Inc

8.93
8,899,496
Technology

Fidelity® Inv MM Fds Government I

6.28
6,258,139
Cash and Equivalents

Amazon.com Inc

6.00
5,974,640
Consumer Cyclical

Alphabet Inc Class A

5.99
5,970,488
Communication Services

NVIDIA Corp

4.55
4,534,771
Technology

Meta Platforms Inc Class A

2.70
2,686,880
Communication Services

Visa Inc Class A

2.55
2,545,061
Financial Services

Costco Wholesale Corp

1.90
1,892,616
Consumer Defensive

UnitedHealth Group Inc

1.62
1,610,887
Healthcare