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 | 1.68% | |||
Dividend | BUIBX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.89% | |||
Asset Allocation | BUIBX-NASDAQ | Click to Compare |
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Cash | 0.31% | |||
Stock | 99.69% | |||
U.S. Stock | 97.54% | |||
Non-U.S. Stock | 2.15% | |||
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 | 0.75% | |||
30-Day Total Return | 2.49% | |||
60-Day Total Return | 0.63% | |||
90-Day Total Return | 3.86% | |||
Year to Date Total Return | 7.28% | |||
1-Year Total Return | 4.46% | |||
2-Year Total Return | 20.86% | |||
3-Year Total Return | 34.86% | |||
5-Year Total Return | 84.67% | |||
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 | $21.45 | |||
1-Month Low NAV | $20.91 | |||
1-Month High NAV | $21.49 | |||
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 | 0.68 | |||
Standard Deviation | 13.12 | |||
Balance Sheet | BUIBX-NASDAQ | Click to Compare |
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Total Assets | 454.25M | |||
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% | |||