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Buffalo Flexible Income Fund: (MF: BUFBX)

(MF) As of Mar 24, 2017 06:05 PM ET

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$14.61 USD

-0.02 (-0.14%)

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 Feb 28, 2017

Total Return %* Percentile Rank Objective
YTD 2.29 91
3 months 5.86 56
6 months 6.36 65
1 Year 17.92 65
3 Year 4.38 79
5 Year 7.04 80
10 Year 6.25 40

* 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 18.43
% Yield 2.50
% SEC Yield NA
Net Assets (Mil $) 2/28/2017 842.38
%Turnover 2/28/2017 5.00

Risk

3 Year 5 Year 10 Year
Beta 0.72 0.64 0.65
Alpha -3.00 -1.71 0.52
R Squared 0.81 0.80 0.85
Std. Dev. 8.26 7.30 10.98
Sharpe 0.55 0.98 3.00

Sector / Country Weightings

As of 2/28/2017 % of Portfolio
Non-Durable 19.07
Energy 17.76
Technology 17.35
Other 14.36
Industrial Cyclical 13.71
Health 8.97
Finance 5.57
Retail Trade 2.38
Consumer Durables 0.64
Utilities 0.19

Portfolio Holdings

Top Equity Holdings
(As of 12/31/2016)
% of Portfolio Value (Mil$)
~LIONS GATE ENTERTAINMENT 4.44 36.40
GENERAL ELECTRIC CO 3.16 25.91
AT&T INC 3.04 24.99
MICROSOFT CORP 3.03 24.86
PROCTER & GAMBLE CO 2.92 23.96
EXXON MOBIL CORP 2.75 22.57
INTEL CORP 2.65 21.76
VERIZON COMMUNICATIONS IN 2.56 21.03
LIONS GATE ENTERTAINMENT 2.51 20.58

Stock Holding % of Net Assets

As Of 12/31/2016
Total Issues 65
Avg. P/E 22.25
Avg. P/Book 4.69
Avg. EPS Growth 9.05
Avg. Market Value (Mil $) 134,908

Allocation

% of Portfolio
Large Growth 14.69
Large Value 30.26
Small Growth 0.00
Small Value 0.00
Foreign Stock 6.97
Emerging Market 0.00
Precious Metal 1.78
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 22.01