Buffalo Large Cap (BUFEX)
34.10
+0.08
(+0.24%)
USD |
Mar 24 2023
Key Stats
Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
---|---|---|---|
0.93% | 91.93M | 0.00% | 83.00% |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
-5.591M | -12.63% | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of large capitalization ("large-cap") companies. The fund may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | BUFEX |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Growth |
Category Index | Russell 1000 Growth TR USD |
Global Category Name | US Equity Large Cap Growth |
YCharts Categorization | US Large Cap Growth |
YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Buffalo |
Prospectus Benchmark Index | |
Russell 1000 Growth TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Ken Laudan | 1.90 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
29
-5.591M
-15.39B
Category Low
12.30B
Category High
3 Months
% Rank:
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Category Low
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Category High
3 Years
% Rank:
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Category High
6 Months
% Rank:
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Category Low
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Category High
5 Years
% Rank:
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Category Low
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Category High
YTD
% Rank:
--
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Category Low
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Category High
10 Years
% Rank:
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Category Low
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As of February 28, 2023
Risk
Performance Versus Category
As of March 24, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 24, 2023.
Asset Allocation
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Microsoft Corp | 10.40% | 280.57 | 1.05% |
Apple Inc | 7.87% | 160.25 | 0.83% |
Fidelity® Inv MM Fds Government I | 7.76% | 1.00 | 0.00% |
Alphabet Inc Class A | 5.85% | 105.44 | -0.15% |
Amazon.com Inc | 4.87% | 98.13 | -0.59% |
UnitedHealth Group Inc | 3.84% | 475.99 | 1.29% |
Visa Inc Class A | 3.06% | 221.04 | -0.70% |
NVIDIA Corp | 1.84% | 267.79 | -1.52% |
Costco Wholesale Corp | 1.48% | 495.27 | 1.54% |
Linde PLC | 1.38% | 344.75 | 1.00% |
Fees & Availability
Fees | |
Actual 12B-1 Fee | -- |
Actual Management Fee | Upgrade |
Administration Fee | -- |
Performance Fee | -- |
Switching Fee | -- |
Transaction Fee | -- |
Maximum Front Load | -- |
Maximum Deferred Load | -- |
Maximum Redemption Fee | -- |
Basic Info
Investment Strategy | |
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of large capitalization ("large-cap") companies. The fund may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | BUFEX |
Equity Style | Large Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Large Growth |
Category Index | Russell 1000 Growth TR USD |
Global Category Name | US Equity Large Cap Growth |
YCharts Categorization | US Large Cap Growth |
YCharts Benchmark | Russell 1000 Growth Total Return (^RLGTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Buffalo |
Prospectus Benchmark Index | |
Russell 1000 Growth TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Ken Laudan | 1.90 yrs |
Fundamentals
General | |
Distribution Yield | Upgrade |
Dividend Yield TTM (3-24-23) | 0.00% |
30-Day SEC Yield | -- |
7-Day SEC Yield | -- |
Number of Holdings | Upgrade |
Stock | |
Weighted Average PE Ratio | 25.82 |
Weighted Average Price to Sales Ratio | Upgrade |
Weighted Average Price to Book Ratio | Upgrade |
Weighted Median ROE | Upgrade |
Weighted Median ROA | Upgrade |
Forecasted Dividend Yield | Upgrade |
Forecasted PE Ratio | Upgrade |
Forecasted Price to Sales Ratio | Upgrade |
Forecasted Price to Book Ratio | Upgrade |
As of December 31, 2022
Fund Details
Key Dates | |
Inception Date | 5/19/1995 |
Last Annual Report Date | 3/31/2022 |
Last Prospectus Date | 7/29/2022 |
Share Classes | |
BUIEX | Inst |
Attributes | |
Index Fund | No |
Inverse Fund | No |
Leveraged Fund | No |
Fund of Funds | No |
Currency Hedged Fund | No |
Synthetic Replication Fund | No |
Has Dividend Investment Plan | No |
Socially Responsible Fund | No |