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Morningstar

Buffalo High Yield Institutional BUIHX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 10.65  /  +0.19 %
  • Total Assets 459.7 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 7.17%
  • Effective Duration 2.40 years

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BUIHX

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

  • People Pillar

    The People Pillar is our evaluation of the BUIHX 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 BUIHX’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 High Yield Institutional's downgrade to a Morningstar Medalist Rating of Silver from Gold.

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 BUIHX

More BUIHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inv MM Government I

5.36 21.1 Mil
Cash and Equivalents

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

2.83 11.2 Mil
Corporate

Northern Oil And Gas, Inc. 8.13%

2.34 9.2 Mil
Corporate

The Geo Group T/L

2.28 9.0 Mil
Corporate

Directv Financing T/L

2.24 8.8 Mil
Corporate

Consensus Cloud Solutions Inc 6%

1.81 7.1 Mil
Corporate

KNOWLTON DEVELOPMENT CORPORATION T/L (7/25)

1.76 7.0 Mil
Corporate

AMNEAL PHARMACEUTICALS B T/L (11/23)

1.75 6.9 Mil
Corporate

Energy Transfer LP 7.13%

1.72 6.8 Mil
Corporate

Genesis Energy L.P. 8.88%

1.71 6.7 Mil
Corporate