Buffalo Large Cap Fund Inc (BUFEX)

28.68
Net Asset Value
-1.65%
1 Day
-1.21%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.96%
Expense Ratio
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+1.64% 3 years+10.14%
3 months-6.12% 5 years+14.98%
1 year+15.21% Since inception+9.55%
Data through --

Peer Comparisonvs. Large growth

 BUFEXCategory
Performance 5-yr return+14.98%+13.81%
Expense ratio0.96%1.10%
Risk 5 year sharpe ratio1.401.18
Net assets$69.0M$3.6B
Average market cap$79.7B$149.6B
Average P/E27.927.1
Portfolio turnover41%41%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock92.22%
Cash4.59%
International stock3.19%
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
AMZN Amazon5.20%
MSFT Microsoft4.75%
GOOGL Google4.15%
FB Facebook3.74%
AAPL Apple3.54%
SLB Schlumberger3.05%
ALNY Alnylam Pharmaceuticals Inc2.87%
PX Praxair Inc2.70%
CME CME Group Inc2.67%
V Visa2.62%