Buffalo Large Cap Fund (BUFEX)

25.10
Net Asset Value
+0.56%
1 Day
+6.31%
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 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-0.91% 3 years+20.78%
3 months-0.72% 5 years+17.22%
1 year+13.86% Since inception+9.24%
Data through --

Peer Comparisonvs. Large growth

 BUFEXCategory
Performance 5-yr return+17.22%+16.96%
Expense ratio0.97%1.20%
Risk 5 year sharpe ratio1.201.23
Net assets$47.1M$2.7B
Average market cap$36.3B$77.8B
Average P/E24.521.8
Portfolio turnover30%30%

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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. stock93.80%
Cash6.20%
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 Inc4.69%
AMZN Amazon3.04%
PRGO Perrigo Company PLC3.00%
BA Boeing2.96%
GOOGL Google2.80%
QCOM Qualcomm2.75%
RH Restoration Hardware Holdings Inc2.73%
FDX FedEx2.53%
PCLN Priceline2.49%
TJX TJX Companies Inc2.49%

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