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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-1.41% 3 years+11.31%
3 months+5.39% 5 years+10.24%
1 year-3.07% Since inception+8.82%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+10.24%+9.88%
Expense ratio0.96%1.18%
Risk 5 year sharpe ratio0.750.71
Net assets$46.3M$2.7B
Average market cap$43.1B$84.3B
Average P/E22.321.9
Portfolio turnover30%30%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureElizabeth Jones / 8 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00


U.S. stock93.24%
International stock3.03%
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 Amazon4.65%
CERN Cerner Corp3.36%
GOOGL Google3.32%
SPGI S&P Global Inc3.03%
RHHBY Roche3.03%
CVS CVS Caremark2.84%
SLB Schlumberger2.81%
TJX TJX Companies Inc2.75%
UPS UPS2.74%
WFM Whole Foods Market Inc2.73%

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