Back to top

If you wish to go to ZacksFunds.com, click OK. If you do not, click Cancel.

Buffalo Flexible Income Fd: (MF: BUFBX)

(MF) As of Mar 26, 2015 06:05 PM ET

 Add to portfolio

$14.46 USD

-0.02 (-0.14%)

Zacks MF Rank : 5 - Strong Sell [?]         5

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

General Information as of Feb 28, 2015

% Yield 1.52
% SEC Yield NA
% YTD Return (as of Feb 28, 2015) 2.06
Objective Large Value
Peer IN LV

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 [?] Strong Sell 5
MF Research Report

( = Change in last 30 days)

Zacks Mutual Fund #1 Ranked Funds

View the Zacks Mutual Fund Rank Guide

Portfolio Statistics

%Unrealized Gain YTD 11.80
Net Assets (Mil $) 2/28/2015 1,576.23
%Turnover 2/28/2015 13.00

Allocation

% of Portfolio
Large Growth 0.00
Large Value 55.07
Small Growth 0.00
Small Value 0.00
Foreign Stock 5.31
Emerging Market 0.00
Precious Metal 1.84
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 30.10

Sector / Country Weightings

As of 2/28/2015 % of Portfolio
Other 33.67
Non-Durable 16.86
Technology 11.96
Energy 10.94
Industrial Cyclical 10.25
Health 6.66
Finance 3.58
Retail Trade 2.55
Utilities 2.54
Consumer Durables 0.83
Services 0.16

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2014)
% of Portfolio Value (Mil$)
~LIONS GATE ENTERTAINMENT 3.00 44.56
MICROSOFT CORP 2.05 30.42
MCDONALD'S CORP 1.89 28.12
AT&T INC 1.87 27.71
GENERAL ELECTRIC CO 1.83 27.17
INTEL CORP 1.81 26.85
PROCTER & GAMBLE CO 1.75 25.96
CONOCOPHILLIPS 1.72 25.55
LIONS GATE ENTERTAINMENT 1.68 24.98

Stock Holding % of Net Assets

As Of 12/31/2014
Total Issues 94
Avg. P/E 22.24
Avg. P/Book 4.61
Avg. EPS Growth 7.91
Avg. Market Value (Mil $) 102,716

Risk

3 Year 5 Year 10 Year
Beta 0.54 0.53 0.64
Alpha -0.34 1.95 1.11
R Squared 0.82 0.90 0.84
Std. Dev. 5.70 7.44 10.48
Sharpe 1.63 1.48 2.00