Buffalo Large Cap Fund (BUFEX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-5.34% 3 years+15.98%
3 months-2.34% 5 years+11.60%
1 year+6.77% Since inception+8.90%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+11.60%+14.60%
Expense ratio0.97%1.24%
Risk 5 year sharpe ratio0.880.99
Net assets$32.6M$2.7B
Average market cap$33.5B$68.9B
Average P/E25.723.3
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureElizabeth Jones / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00


U.S. stock94.38%
International stock3.64%
Fixed income0.00%
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 Inc3.86%
SLB Schlumberger NV3.55%
CHTR Charter Communications Inc Class A3.37%
BA Boeing Co2.94%
TROW T. Rowe Price Group Inc2.93%
EBAY eBay Inc2.83%
RH Restoration Hardware Holdings Inc2.82%
BMRN Biomarin Pharmaceutical Inc2.78%
UNP Union Pacific Corp2.76%
NOV National Oilwell Varco Inc2.63%

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