Skip to Content
Morningstar

Buffalo International BUFIX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 21.23  /  −0.23 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.56%
  • Turnover 8%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis BUFIX

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

  • People Pillar

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

A drop in its Process Pillar rating is the primary driver of Buffalo International's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BUFIX

More BUFIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inv MM Government I

7.25 67.2 Mil
Cash and Equivalents

Linde PLC

2.07 19.2 Mil
Basic Materials

Schneider Electric SE

2.02 18.7 Mil
Industrials

Renesas Electronics Corp

1.93 17.9 Mil
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

1.76 16.4 Mil
Technology

Novo Nordisk A/S ADR

1.70 15.7 Mil
Healthcare

BayCurrent Consulting Inc

1.65 15.3 Mil
Industrials

MercadoLibre Inc

1.64 15.2 Mil
Consumer Cyclical

Siemens AG

1.64 15.2 Mil
Industrials

Ashtead Group PLC

1.59 14.7 Mil
Industrials