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Buffalo Flexible Income Fd: (MF: BUFBX)

(MF) As of Sep 27, 2016 06:05 PM ET

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$14.00 USD

+0.06 (0.43%)

Zacks MF Rank [?]: 3-Hold     3    

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 Aug 31, 2016

Total Return %* Percentile Rank Objective
YTD 5.72 78
3 months 3.88 37
6 months 10.85 64
1 Year 8.01 62
3 Year 4.34 89
5 Year 7.70 77
10 Year 6.12 42

* 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 [?] Hold 3
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 13.50
% Yield 2.68
% SEC Yield NA
Net Assets (Mil $) 8/31/2016 899.25
%Turnover 8/31/2016 5.00

Risk

3 Year 5 Year 10 Year
Beta 0.67 0.60 0.65
Alpha -3.60 -1.00 0.39
R Squared 0.81 0.83 0.85
Std. Dev. 8.12 7.75 10.93
Sharpe 0.56 1.02 3.00

Sector / Country Weightings

As of 8/31/2016 % of Portfolio
Other 20.01
Non-Durable 18.56
Technology 16.42
Energy 14.11
Industrial Cyclical 13.36
Health 8.87
Finance 4.66
Retail Trade 2.65
Utilities 0.74
Consumer Durables 0.62

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2016)
% of Portfolio Value (Mil$)
~LIONS GATE ENTERTAINMENT 3.91 34.36
AT&T INC 3.40 29.81
GENERAL ELECTRIC CO 2.94 25.81
PROCTER & GAMBLE CO 2.75 24.13
EXXON MOBIL CORP 2.67 23.44
MICROSOFT CORP 2.62 23.03
VERIZON COMMUNICATIONS IN 2.54 22.34
GLAXOSMITHKLINE PLC ADR 2.47 21.67
INTEL CORP 2.24 19.68

Stock Holding % of Net Assets

As Of 6/30/2016
Total Issues 67
Avg. P/E 21.95
Avg. P/Book 4.70
Avg. EPS Growth 8.51
Avg. Market Value (Mil $) 137,147

Allocation

% of Portfolio
Large Growth 8.44
Large Value 51.33
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 12.00
Precious Metal 1.75
Intermediate Bond 17.38
Foreign Bond 0.00
High Yield Bond 0.00