Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

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+4.16% 3 years+15.29%
3 months+10.56% 5 years+16.53%
1 year+26.84% Since inception+9.65%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+16.53%+15.29%
Expense ratio0.96%1.11%
Risk 5 year sharpe ratio1.631.35
Net assets$72.5M$3.5B
Average market cap$71.9B$133.3B
Average P/E26.727.2
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


U.S. stock92.80%
International stock3.29%
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
AMZN Amazon4.53%
MSFT Microsoft4.38%
GOOGL Google4.07%
FB Facebook3.84%
AAPL Apple3.41%
SLB Schlumberger3.15%
ALNY Alnylam Pharmaceuticals Inc2.81%
CME CME Group Inc2.63%
PX Praxair Inc2.58%
V Visa2.56%