Buffalo Large Cap Fund (BUFEX)

31.32
Net Asset Value
+0.03%
1 Day
+7.89%
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+3.50% 3 years+12.61%
3 months+6.75% 5 years+16.02%
1 year+17.74% Since inception+9.69%
Data through --

Peer Comparisonvs. Large growth

 BUFEXCategory
Performance 5-yr return+16.02%+13.81%
Expense ratio0.96%1.10%
Risk 5 year sharpe ratio1.381.17
Net assets$69.9M$3.6B
Average market cap$81.6B$154.1B
Average P/E27.826.8
Portfolio turnover40%40%

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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. stock92.80%
Cash4.00%
International stock3.21%
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 Amazon5.94%
MSFT Microsoft5.84%
GOOGL Google4.31%
AAPL Apple3.70%
CME CME Group Inc2.98%
V Visa2.90%
ALNY Alnylam Pharmaceuticals Inc2.83%
LOW Lowe's2.34%
EQIX Equinix Inc2.33%
FB Facebook2.28%