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Buffalo Flexible Income Fund: (MF: BUFBX)

(MF) As of Oct 19, 2017 06:05 PM ET

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$15.35 USD

+0.02 (0.13%)

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

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Latest Performance as of Sep 30, 2017

Total Return %* Percentile Rank Objective
YTD 7.31 78
3 months 5.56 2
6 months 5.61 49
1 Year 11.98 63
3 Year 4.58 83
5 Year 6.89 84
10 Year 5.68 47

* 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 Strong Sell 5
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 18.82
% Yield 2.23
% SEC Yield NA
Net Assets (Mil $) 9/30/2017 797.45
%Turnover 9/30/2017 1.00

Risk

3 Year 5 Year 10 Year
Beta 0.74 0.68 0.66
Alpha -3.17 -2.46 0.54
R Squared 0.78 0.78 0.84
Std. Dev. 8.42 7.33 10.90
Sharpe 0.55 0.95 3.00

Sector / Country Weightings

As of 9/30/2017 % of Portfolio
Non-Durable 20.88
Technology 16.92
Energy 16.88
Industrial Cyclical 13.69
Other 11.42
Health 10.68
Finance 6.26
Retail Trade 2.34
Consumer Durables 0.64
Utilities 0.29

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2017)
% of Portfolio Value (Mil$)
~LIONS GATE ENTERTAINMENT 4.17 31.74
LIONS GATE ENTERTAINMENT 3.57 27.14
PROCTER & GAMBLE CO 3.26 24.84
AT&T INC 2.91 22.17
GENERAL ELECTRIC CO 2.91 22.15
MICROSOFT CORP 2.85 21.71
GLAXOSMITHKLINE PLC ADR 2.72 20.70
EXXON MOBIL CORP 2.65 20.18
BOEING CO 2.60 19.78

Stock Holding % of Net Assets

As Of 6/30/2017
Total Issues 63
Avg. P/E 22.27
Avg. P/Book 4.84
Avg. EPS Growth 9.21
Avg. Market Value (Mil $) 136,114

Allocation

% of Portfolio
Large Growth 0.00
Large Value 31.74
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 2.11
Intermediate Bond 0.00
Foreign Bond 15.58
High Yield Bond 25.74