Nasdaq - Delayed Quote USD

Buffalo Flexible Allocation (BUFBX)

20.58
+0.33
+(1.63%)
At close: 8:04:12 PM EDT
Loading Chart for BUFBX
  • Previous Close 20.25
  • YTD Return 0.30%
  • Expense Ratio 1.01%
  • Category Large Value
  • Last Cap Gain 61.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 441.92M
  • Beta (5Y Monthly) 0.70
  • Yield 1.65%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.07
  • Inception Date Jul 1, 2019

The fund invests in both debt and equity securities. The allocation of assets invested in each type of security is designed to primarily achieve high current income, with a secondary objective of long-term capital appreciation. The fund retains the right to invest up to 100% of its net assets in equity securities or up to 100% of its net assets in debt securities.

Buffalo

Fund Family

Large Value

Fund Category

441.92M

Net Assets

2019-07-01

Inception Date

Performance Overview: BUFBX

View More

Trailing returns as of 5/8/2025. Category is Large Value.

YTD Return

BUFBX
0.30%
Category
4.44%
 

1-Year Return

BUFBX
3.53%
Category
14.37%
 

3-Year Return

BUFBX
6.78%
Category
6.04%
 

5-Year Return

BUFBX
12.85%
Category
9.20%
 

People Also Watch

Holdings: BUFBX

View More

Sector Weightings

SectorBUFBX
Energy   25.03%
Technology   18.36%
Healthcare   15.33%
Industrials   3.83%
Real Estate   3.29%
Utilities   0.00%

Recent News: BUFBX

View More

Research Reports: BUFBX

View More

Top Mutual Funds