Buffalo Large Cap Fund (BUFEX)

25.55
Net Asset Value
+0.27%
1 Day
+8.22%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.97%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities, consisting of domestic 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.

Performance

1 month+1.11% 3 years+21.83%
3 months+1.51% 5 years+16.38%
1 year+24.57% Since inception+9.36%
Data through --

Peer Comparisonvs. Large growth

 BUFEXCategory
Performance 5-yr return+16.38%+13.86%
Expense ratio0.97%1.21%
Risk 5 year sharpe ratio0.930.96
Net assets$46.8M$2.7B
Average market cap$38.5B$76.2B
Average P/E25.422.0
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureElizabeth Jones / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock91.78%
Cash8.22%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Hardware 16.72%
Healthcare 16.71%
Financial service 15.11%
Industrial materials 11.17%
Consumer service 10.92%
Top 10 Holdings
Portfolio weighting
HSP Hospira Inc4.03%
BA Boeing3.02%
QCOM Qualcomm3.00%
EBAY eBay2.77%
PX Praxair Inc2.62%
TROW T. Rowe Price Group Inc2.60%
WFM Whole Foods Market Inc2.56%
COST Costco2.49%
EQIX Equinix Inc2.46%
BMRN Biomarin Pharmaceutical Inc2.43%

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