Buffalo Large Cap (BUFEX)
32.72
+0.07 (+0.21%)
USD |
Jun 29 2022
Returns Chart
Key Stats
Customize
Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
---|---|---|---|
0.93% | 90.68M | 0.00% | 83.00% |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
-7.980M | -19.37% | 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 |
Prospectus Objective | Growth |
Fund Owner Firm Name | Buffalo |
Prospectus Benchmark Index | |
Morningstar US Large Growth TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Ken Laudan | 1.15 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
35
-7.980M
-17.13B
Category Low
21.47B
Category High
3 Months
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3 Years
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
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10 Years
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As of May 31, 2022
Performance Versus Category
As of June 29, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 29, 2022.
Asset Allocation
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Microsoft Corp | 10.08% | 259.23 | -0.40% |
Apple Inc | 7.98% | 138.13 | -0.79% |
Amazon.com Inc | 7.12% | 107.07 | -1.70% |
Alphabet Inc Class A | 6.95% | 2214.00 | -0.90% |
Fidelity® Inv MM Fds Government I | 6.16% | 1.00 | 0.00% |
Visa Inc Class A | 3.09% | 198.51 | -0.50% |
NVIDIA Corp | 2.54% | 155.40 | -0.01% |
Costco Wholesale Corp | 2.40% | 481.12 | 2.40% |
Tesla Inc | 2.18% | 685.81 | 0.05% |
Meta Platforms Inc Class A | 2.11% | 164.55 | 0.37% |
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 |
Prospectus Objective | Growth |
Fund Owner Firm Name | Buffalo |
Prospectus Benchmark Index | |
Morningstar US Large Growth TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Ken Laudan | 1.15 yrs |
Fundamentals
General | |
Distribution Yield | Upgrade |
Dividend Yield TTM (6-29-22) | 0.00% |
30-Day SEC Yield | -- |
7-Day SEC Yield | -- |
Number of Holdings | Upgrade |
Stock | |
Weighted Average PE Ratio | 31.24 |
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 March 31, 2022
Growth Estimates
Fund Details
Key Dates | |
Inception Date | 5/19/1995 |
Last Annual Report Date | 3/31/2022 |
Last Prospectus Date | 7/29/2021 |
Share Classes | |
BUIEX | Inst |
Attributes | |
Enhanced Index Fund | No |
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 |