Buffalo Flexible Allocation Fund Institutional Class
BUIBX
NASDAQ
| Weiss Ratings | BUIBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C+ | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | BUIBX-NASDAQ | Click to Compare |
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| Provider | Buffalo | |||
| Manager/Tenure (Years) | John C. Kornitzer (22), Paul Dlugosch (14) | |||
| Website | http://www.buffalofunds.com | |||
| Fund Information | BUIBX-NASDAQ | Click to Compare |
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| Fund Name | Buffalo Flexible Allocation Fund Institutional Class | |||
| Category | Large Value | |||
| Sub-Category | US Equity Large Cap Value | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Jul 01, 2019 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | BUIBX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.75% | |||
| Dividend | BUIBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.81% | |||
| Asset Allocation | BUIBX-NASDAQ | Click to Compare |
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| Cash | 0.36% | |||
| Stock | 99.64% | |||
| U.S. Stock | 98.33% | |||
| Non-U.S. Stock | 1.31% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | BUIBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.96% | |||
| 30-Day Total Return | 2.37% | |||
| 60-Day Total Return | 4.75% | |||
| 90-Day Total Return | 4.09% | |||
| Year to Date Total Return | 6.11% | |||
| 1-Year Total Return | 5.45% | |||
| 2-Year Total Return | 23.76% | |||
| 3-Year Total Return | 33.55% | |||
| 5-Year Total Return | 88.63% | |||
| Price | BUIBX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | BUIBX-NASDAQ | Click to Compare |
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| Nav | $21.26 | |||
| 1-Month Low NAV | $20.66 | |||
| 1-Month High NAV | $21.26 | |||
| 52-Week Low NAV | $18.72 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.86 | |||
| 52-Week High Price (Date) | Nov 29, 2024 | |||
| Beta / Standard Deviation | BUIBX-NASDAQ | Click to Compare |
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| Beta | 0.65 | |||
| Standard Deviation | 13.27 | |||
| Balance Sheet | BUIBX-NASDAQ | Click to Compare |
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| Total Assets | 455.68M | |||
| Operating Ratios | BUIBX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.86% | |||
| Turnover Ratio | 0.00% | |||
| Performance | BUIBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.13% | |||
| Last Bear Market Total Return | -6.36% | |||