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Morningstar

Buffalo High-Yield BUFHX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 10.71  /  +0.19 %
  • Total Assets 544.7 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 7.12%
  • Effective Duration 2.49 years

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BUFHX

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

  • People Pillar

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

A strong management team and sound investment process underpin Buffalo High-Yield's Morningstar Medalist Rating of Bronze.

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 BUFHX

More BUFHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inv MM Government I

6.75 30.1 Mil
Cash and Equivalents

AMNEAL PHARMACEUTICALS B T/L (11/23)

2.91 13.0 Mil
Corporate

Uniti Group LP/Uniti Fiber Holdings Inc/Uniti Group Finance 2019 Inc/CSL Ca

2.67 11.9 Mil
Corporate

Northern Oil And Gas, Inc. 8.13%

2.07 9.2 Mil
Corporate

The Geo Group T/L

2.02 9.0 Mil
Corporate

Directv Financing (1/24) T/L

1.92 8.6 Mil
Corporate

Burford Capital Global Finance LLC 9.25%

1.78 8.0 Mil
Corporate

TRULITE HOLDING T/L (02/24)

1.68 7.5 Mil
Corporate

Martin Midstream Partners LP / Martin Midstream Finance Corp 11.5%

1.67 7.4 Mil
Corporate

Energy Transfer LP 7.13%

1.61 7.2 Mil
Corporate