Back to top
more

Buffalo Flexible Income Fund: (MF: BUFBX)

(MF) As of Jan 13, 2017 06:05 PM ET

 Add to portfolio

$14.65 USD

+0.01 (0.07%)

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

Latest Performance as of Dec 31, 2016

Total Return %* Percentile Rank Objective
YTD 9.92 66
3 months 4.35 44
6 months 5.35 52
1 Year 9.93 66
3 Year 3.67 79
5 Year 7.48 79
10 Year 5.93 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 [?] Strong Sell 5
MF Research Report

Mutual Funds Research & Tools

Search Similar Mutual Funds

Research similar Mutual Funds with higher ranks and performance ratings.

Mutual Funds Comparison View (minimum of 2)

Mutual Funds Screener

Narrow down the universe of 18,000+ funds we rank with our robust, yet easy-to-use mutual fund screeners. Select from up to 50 different data points to find the mutual funds that best Screen meet your unique criteria.

Portfolio Statistics

%Unrealized Gain YTD 15.27
% Yield 2.55
% SEC Yield NA
Net Assets (Mil $) 12/31/2016 842.38
%Turnover 12/31/2016 5.00

Risk

3 Year 5 Year 10 Year
Beta 0.70 0.64 0.65
Alpha -2.38 -1.63 0.60
R Squared 0.80 0.81 0.85
Std. Dev. 8.33 7.35 10.99
Sharpe 0.46 1.04 3.00

Sector / Country Weightings

As of 12/31/2016 % of Portfolio
Non-Durable 18.53
Other 18.08
Technology 16.72
Energy 15.30
Industrial Cyclical 13.58
Health 9.37
Finance 4.86
Retail Trade 2.73
Consumer Durables 0.62
Utilities 0.21

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2016)
% of Portfolio Value (Mil$)
~LIONS GATE ENTERTAINMENT 4.07 34.27
PROCTER & GAMBLE CO 3.04 25.58
GENERAL ELECTRIC CO 2.88 24.29
AT&T INC 2.83 23.86
MICROSOFT CORP 2.74 23.04
INTEL CORP 2.69 22.65
EXXON MOBIL CORP 2.59 21.82
GLAXOSMITHKLINE PLC ADR 2.56 21.57
VERIZON COMMUNICATIONS IN 2.43 20.48

Stock Holding % of Net Assets

As Of 9/30/2016
Total Issues 66
Avg. P/E 22.27
Avg. P/Book 4.82
Avg. EPS Growth 8.86
Avg. Market Value (Mil $) 132,314

Allocation

% of Portfolio
Large Growth 17.19
Large Value 34.94
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 4.93
Precious Metal 1.14
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 26.68