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BUFBX:NASDAQ

Buffalo Flexible Income – BUFBX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
15.06-0.02 (-0.13%)13.73 - 15.140.0

Market data as of 6:05PM 08/22/14. Quotes are delayed by at least 15 min.

Overview - BUFBX

The investment seeks to generate high current income and, as a secondary objective, the long-term growth of capital. The fund invests in both debt and equity securities. It is anticipated that the dollar-weighted average maturity of debt securities that the fund purchases will not exceed 15 years. With respect to its investments in equity securities, the fund may invest in companies in any sector and of any size of market capitalization. It 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.

Growth of $10,000 (10 Years)

Total Return7.73%
Yield (Trailing 12 Mo.)1.92%
Expense Ratio1.03%
Front LoadNone
Deferred LoadNone
Minimum Investment$2,500
Management Tenure12 Years
Fund Inception08/12/1994

Trailing Total Returns - BUFBX

as of 07/31/2014
TimeframeBUFBXS&P 500Moderate Allocation
1 Month-0.87%-1.38%-1.45%
3 Month1.41%3.02%1.71%
Year-to-Date4.42%5.66%3.89%
1 Year9.27%16.94%10.59%
3 Year11.39%16.84%9.45%
5 Year13.04%16.79%10.96%
10 Year8.22%8.00%6.51%
Since Inception7.73%10.61%--

Sector Allocation - BUFBX

as of 07/31/2014
Basic Materials
 
6.45%
Consumer Cyclical
 
5.46%
Financial Services
 
2.64%
Real Estate
 
1.25%
Consumer Defensive
 
19.05%
Healthcare
 
10.96%
Utilities
 
0.61%
Communication Services
 
5.70%
Energy
 
24.58%
Industrials
 
11.08%
Technology
 
12.21%

Asset Allocation - BUFBX

as of 07/31/2014
By PercentShort0%LongNet
Stock0.00
 
 
51.2351.23
Bond0.00
 
 
13.3713.37
Other0.04
 
 
0.00-0.04
Foreign Stock0.00
 
 
5.005.00
Foreign Bond0.00
 
 
3.403.40
Total0.0473.0072.96
Cash0.00
 
 
21.8521.85
Total Net Assets$1.54B
Total Stock Holdings79
Total Bond Holdings44

Top Ten Holdings - BUFBX

as of 07/31/2014
CompanyYTD Return% of Assets
Lions Gate Entmt Cv 1.25%--2.45%
Lions Gate Entmnt 5.25%--2.19%
MSFT16.07%1.93%
T4.41%1.89%
COP17.21%1.86%
PBI17.40%1.71%
CSCO13.91%1.61%
IBM1.94%1.59%
INTC31.75%1.56%
BAX9.25%1.53%

Valuation & Growth - BUFBX

as of 07/31/2014
ValuationBUFBXCategory Range
Price/Earnings15.17
Price/Book2.66
Price/Sales0.99
Price/Cash Flow8.82
Dividend Yield3.56
LT Earnings7.92
Historical Earnings9.28
Sales Growth0.89
Cash-Flow Growth0.39
Book-Value Growth6.21
Key:  Lo 
 Hi

Morningstar Summary - BUFBX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskLow
ReturnAbove Avg
Key:  Lo 
 Hi

Tax Analysis - BUFBX, 3 Year Avg

Pretax Return11.39%
Tax-adjusted Return10.14%
Tax Cost Ratio1.12%
Potential Cap Gains13.62%

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