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Morningstar

Buffalo International BUFIX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 20.20  /  0.64 %
  • Total Assets 674.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.030%
  • 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 0.40%
  • Turnover 13%

USD | NAV as of May 31, 2023 | 1-Day Return as of May 31, 2023, 12:13 AM 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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A sound investment process and strong management team underpin Buffalo International's Morningstar Medalist Rating of Gold. 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 BUFIX

More BUFIX Holdings
  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 90
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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