| Last Price | Today's Change | 52-Week Range | Trading Volume |
|---|---|---|---|
| 18.84 | -0.07 (-0.37%) | 15.60 - 19.22 | 0.0 |
Market data as of 6:05PM 05/24/13. Quotes are delayed by at least 15 min.
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 preferred stocks, warrants and rights of medium capitalization ("mid-cap") companies. The advisor considers a company to be a mid-cap company if, at time of purchase by the fund, it has a market capitalization between $1.5 billion and $10 billion. While the fund's investments will consist primarily of domestic securities, 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.
| Total Return | 7.26% |
|---|---|
| Yield (Trailing 12 Mo.) | 0.07% |
| Expense Ratio | 1.02% |
| Front Load | None |
| Deferred Load | None |
| Minimum Investment | $2,500 |
| Management Tenure | 11 Years |
| Fund Inception | 12/17/2001 |
| Timeframe | BUFMX | S&P 500 | Mid-Cap Growth |
|---|---|---|---|
| 1 Month | 0.89% | 1.93% | 0.34% |
| 3 Month | 1.06% | 7.18% | 4.65% |
| Year-to-Date | 6.66% | 12.74% | 11.11% |
| 1 Year | 8.07% | 16.89% | 11.31% |
| 3 Year | 8.26% | 12.80% | 11.39% |
| 5 Year | 6.82% | 5.21% | 5.29% |
| 10 Year | 10.26% | 7.88% | 9.69% |
| Since Inception | 7.26% | 10.38% | -- |
| Basic Materials | 2.27% | |
|---|---|---|
| Consumer Cyclical | 25.56% | |
| Financial Services | 9.85% | |
| Real Estate | 0.00% | |
| Consumer Defensive | 1.01% | |
| Healthcare | 11.11% | |
| Utilities | 0.00% | |
| Communication Services | 2.56% | |
| Energy | 1.82% | |
| Industrials | 18.69% | |
| Technology | 27.13% |
| By Percent | Short | 0% | Long | Net | |
|---|---|---|---|---|---|
| Stock | -- | 95.94 | 95.94 | ||
| Bond | -- | 0.00 | 0.00 | ||
| Other | -- | 0.00 | 0.00 | ||
| Foreign Stock | -- | 2.58 | 2.58 | ||
| Foreign Bond | -- | 0.00 | 0.00 | ||
| Total | -- | 98.52 | 98.52 | ||
| Cash | -- | 1.48 | 1.48 | ||
| Total Net Assets | $614.10M |
|---|---|
| Total Stock Holdings | 48 |
| Total Bond Holdings | 0 |
| Valuation | BUFMX | Category Range |
|---|---|---|
| Price/Earnings | 23.06 | |
| Price/Book | 2.84 | |
| Price/Sales | 2.19 | |
| Price/Cash Flow | 13.59 | |
| Dividend Yield | 0.65 | |
| LT Earnings | 13.89 | |
| Historical Earnings | 16.61 | |
| Sales Growth | 10.21 | |
| Cash-Flow Growth | 10.61 | |
| Book-Value Growth | 10.31 |
| Management Style | |||
|---|---|---|---|
| Large Cap | |||
| Medium Cap | |||
| Small Cap | |||
 |  |  |
| Rating | vs Category | |
|---|---|---|
| Overall |  | |
| Risk | Avg | |
| Return | Below Avg |
| Pretax Return | 8.26% |
|---|---|
| Tax-adjusted Return | 7.90% |
| Tax Cost Ratio | 0.33% |
| Potential Cap Gains | 4.34% |
