Buffalo Large Cap Fund (BUFEX)

23.70
Net Asset Value
+0.21%
1 Day
+0.38%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.97%
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-0.67% 3 years+17.84%
3 months+8.86% 5 years+14.28%
1 year+13.43% Since inception+9.19%
Data through --

Peer Comparisonvs. Large growth

 BUFEXCategory
Performance 5-yr return+14.28%+14.09%
Expense ratio0.97%1.23%
Risk 5 year sharpe ratio0.920.98
Net assets$37.6M$2.7B
Average market cap$35.0B$70.2B
Average P/E24.122.3
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureElizabeth Jones / 11 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock98.17%
Cash1.83%
International stock0.00%
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
HSP Hospira Inc3.97%
BMRN Biomarin Pharmaceutical Inc3.28%
EBAY eBay Inc3.25%
SLB Schlumberger NV3.10%
UNP Union Pacific Corp3.05%
BA Boeing Co2.99%
QCOM Qualcomm Inc2.79%
TROW T. Rowe Price Group Inc2.76%
EQIX Equinix Inc2.59%
COST Costco Wholesale Corp2.55%

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