| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 31.95 | 0.03 (+0.09%) | 24.37 - 31.95 | 0.0 |
Market data as of 6:05PM 05/21/13. Quotes are delayed by at least 15 min.
The investment seeks long-term growth of capital. The fund invests in domestic common stocks and other U.S. equity securities, including preferred stock, convertible securities, warrants and rights, with a goal of maintaining at least 75% of the equity weighting of the fund's portfolio in companies with market capitalizations greater than the median of the Russell 1000 Growth Index® or $5 billion, whichever is lower. The fund may invest the remaining 20% of assets in companies of any size, including, but not limited to, those with market capitalizations less than the lower of the median of the Russell 1000 Growth Index® or $5 billion.
| Total Return | 9.29% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.41% |
| Expense Ratio | 0.93% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $2,500 |
| Management Tenure | 18 Years |
| Fund Inception | 05/19/1995 |
| Timeframe | BUFGX | S&P 500 | Large Growth |
|---|---|---|---|
| 1 Month | 2.54% | 1.93% | 1.25% |
| 3 Month | 5.51% | 7.18% | 5.16% |
| Year-to-Date | 10.35% | 12.74% | 10.16% |
| 1 Year | 10.08% | 16.89% | 10.56% |
| 3 Year | 11.24% | 12.80% | 10.86% |
| 5 Year | 7.34% | 5.21% | 4.47% |
| 10 Year | 9.13% | 7.88% | 7.60% |
| Since Inception | 9.29% | 10.38% | -- |
| Basic Materials | 3.74% | |
|---|---|---|
| Consumer Cyclical | 13.63% | |
| Financial Services | 9.05% | |
| Real Estate | 0.00% | |
| Consumer Defensive | 4.10% | |
| Healthcare | 14.54% | |
| Utilities | 0.00% | |
| Communication Services | 0.00% | |
| Energy | 7.25% | |
| Industrials | 16.08% | |
| Technology | 31.60% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | 96.28 | 96.28 | ||
| Bond | -- | 0.00 | 0.00 | ||
| Other | -- | 0.00 | 0.00 | ||
| Foreign Stock | -- | 0.00 | 0.00 | ||
| Foreign Bond | -- | 0.00 | 0.00 | ||
| Total | -- | 96.28 | 96.28 | ||
| Cash | -- | 3.72 | 3.72 | ||
| Total Net Assets | $499.00M |
|---|---|
| Total Stock Holdings | 54 |
| Total Bond Holdings | 0 |
| Valuation | BUFGX | Category Range |
|---|---|---|
| Price/Earnings | 18.02 | |
| Price/Book | 2.75 | |
| Price/Sales | 2.04 | |
| Price/Cash Flow | 12.89 | |
| Dividend Yield | 1.6 | |
| LT Earnings | 12.81 | |
| Historical Earnings | 17.43 | |
| Sales Growth | 10.07 | |
| Cash-Flow Growth | 15.28 | |
| Book-Value Growth | 10.64 |
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Above Avg | |
| Return | Avg |
| Pretax Return | 11.24% |
|---|---|
| Tax-adjusted Return | 11.02% |
| Tax Cost Ratio | 0.20% |
| Potential Cap Gains | 21.95% |
