Buffalo Large Cap Fund (BUFEX)

23.85
Net Asset Value
-1.73%
1 Day
+1.79%
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+0.66% 3 years+13.64%
3 months+5.61% 5 years+14.78%
1 year+17.76% Since inception+8.93%
Data through --

Peer Comparisonvs. Large growth

 BUFEXCategory
Performance 5-yr return+14.78%+17.64%
Expense ratio0.97%1.24%
Risk 5 year sharpe ratio1.071.16
Net assets$32.9M$2.6B
Average market cap$36.6B$71.2B
Average P/E24.423.4
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

Holdings

U.S. stock94.27%
Cash3.42%
International stock2.31%
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
GOOGL Google Inc Class A3.97%
HSP Hospira Inc3.83%
SLB Schlumberger NV3.45%
AAPL Apple Inc3.07%
BA Boeing Co2.97%
TROW T. Rowe Price Group Inc2.92%
UNP Union Pacific Corp2.83%
WFM Whole Foods Market Inc2.70%
CHTR Charter Communications Inc Class A2.69%
MAR Marriott International Inc Class A2.64%

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