Buffalo Large Cap Fund (BUFEX)

23.13
Net Asset Value
-0.22%
1 Day
+13.49%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.97%
Expense Ratio
Above 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 domestic common stocks, preferred stocks, convertible securities, warrants and rights of large capitalization ("large-cap") companies. The advisor considers a company to be a large-cap company if, at time of purchase by the fund, it has a market capitalization greater than or equal to the lesser of (1) $10 billion, or (2) the median market capitalization of companies in the S&P 500 Index ®. 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+6.05% 3 years+14.36%
3 months+8.03% 5 years+6.63%
1 year+26.75% Since inception+8.14%
Data through --

Peer Comparisonvs. Large growth

 BUFEXCategory
Performance 5-yr return+6.63%+5.42%
Expense ratio0.97%1.28%
Risk 5 year sharpe ratio0.330.31
Net assets$28.5M$2.0B
Average market cap$38.0B$42.9B
Average P/E18.919.8
Portfolio turnover59%59%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureElizabeth Jones / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
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
SLB Schlumberger NV3.61%
BA Boeing Co3.51%
TM Toyota Motor Corp ADR3.45%
MON Monsanto Company3.07%
AAPL Apple Inc2.98%
PCP Precision Castparts Corp.2.86%
HSP Hospira, Inc.2.84%
WFM Whole Foods Market, Inc.2.83%
MAR Marriott International, Inc. Class A2.80%
FB Facebook Inc Class A2.72%

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