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Buffalo Flexible Income Fd: (MF: BUFBX)

(MF) As of Aug 27, 2015 06:05 PM ET

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$13.62 USD

+0.29 (2.18%)

Zacks MF Rank : 4 - Sell [?]       4  

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Jul 31, 2015

Total Return %* Percentile Rank Objective
YTD 0.20 70
3 months -2.35 89
6 months 2.05 65
1 Year -0.68 95
3 Year 7.59 81
5 Year 9.89 72
10 Year 6.94 33

* Annual for three years and beyond.

Zacks Premium Research for BUFBX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank [?] Sell 4
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 13.28
% Yield 2.25
% SEC Yield NA
Net Assets (Mil $) 7/31/2015 1,350.94
%Turnover 7/31/2015 42.00

Risk

3 Year 5 Year 10 Year
Beta 0.58 0.53 0.64
Alpha -2.15 1.24 0.98
R Squared 0.79 0.86 0.83
Std. Dev. 5.57 6.73 10.43
Sharpe 1.38 1.49 3.00

Sector / Country Weightings

As of 7/31/2015 % of Portfolio
Other 26.74
Non-Durable 19.39
Technology 12.01
Industrial Cyclical 11.63
Energy 11.44
Health 7.36
Finance 3.94
Utilities 3.14
Retail Trade 2.61
Consumer Durables 1.18
Services 0.56

Portfolio Holdings

Top Equity Holdings
(As of 3/31/2015)
% of Portfolio Value (Mil$)
~LIONS GATE ENTERTAINMENT 3.48 47.05
MCDONALD'S CORP 2.16 29.24
LIONS GATE ENTERTAINMENT 2.02 27.31
AT&T INC 1.99 26.94
GENERAL ELECTRIC CO 1.97 26.67
MICROSOFT CORP 1.97 26.63
PROCTER & GAMBLE CO 1.73 23.35
PITNEY BOWES INC 1.73 23.33
INTEL CORP 1.71 23.14

Stock Holding % of Net Assets

As Of 3/31/2015
Total Issues 91
Avg. P/E 22.35
Avg. P/Book 4.63
Avg. EPS Growth 8.14
Avg. Market Value (Mil $) 96,349

Allocation

% of Portfolio
Large Growth 0.00
Large Value 41.34
Small Growth 0.00
Small Value 0.00
Foreign Stock 6.39
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 11.49
Foreign Bond 0.00
High Yield Bond 26.84