Mutual Fund Insights: Buffalo Balanced Fund (BUFBX)

In-depth Analysis of Buffalo Balanced Fund (BUFBX)

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See Buffalo Balanced Fund (BUFBX) performance details as of January 31, 2010

  

Last Trade: $10.59 on 3/18/2010, Change: -0.01 (-0.09%)

Experiment our closing price forecasting tool for Buffalo Balanced Fund (BUFBX) (alpha release)

  

Fund Manager - John C. Kornitzer

Fund Manager Tenure: 7.2 years
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

Kornitzer is founder, president and chief investment officer of Kornitzer Capital Management. He managed money at several Fortune 500 companies prior to founding the firm. He has over 35 years of investment experience, including portfolio management for GE, Texaco and Employers Reinsurance Corp.  Get more insights on John C. Kornitzer

  

 What we like about Buffalo Balanced Fund (BUFBX)

Data for Buffalo Balanced Fund (BUFBX) as of January 31, 2010

• Buffalo Balanced Fund (BUFBX) management has been with Buffalo Balanced Fund for 7.2 years
• Buffalo Balanced Fund (BUFBX) has good short-term performance (1-year return 31.44% vs 27.80% Moderate Allocation category average)
• Buffalo Balanced Fund (BUFBX) has good mid-term performance (3-year return -0.03% vs -2.95% Moderate Allocation category average)
• Buffalo Balanced Fund (BUFBX) has good Long-term performance (5-year return 4.40% vs 1.92% Moderate Allocation category average)
• Buffalo Balanced Fund (BUFBX) ratio of up-years vs down years is greater than 2
• Buffalo Balanced Fund (BUFBX) has a Morningstar rating of 4 and above
• Buffalo Balanced Fund (BUFBX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about Buffalo Balanced Fund (BUFBX)

Data for Buffalo Balanced Fund (BUFBX) as of January 31, 2010

• Buffalo Balanced Fund is a focused fund with 34.19% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Buffalo Balanced Fund (BUFBX) is more volatile than its peers as it has a 3-year Standard Deviation of 15.82 that is higher than category average of 14.84
• Buffalo Balanced Fund (BUFBX) has a higher management fee of 1.03% than its Moderate Allocation average of 1.02%

See Buffalo Balanced Fund (BUFBX) performance details as of January 31, 2010

  

  

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Buffalo Balanced Fund (BUFBX) Net Asset

Track net asset change of Buffalo Balanced fund (BUFBX)

Date	Net Asset
01/2010	$155.26M
11/2009	$155.10M
10/2009	$143.75M

More historic net asset information on Buffalo Balanced Fund (BUFBX)

  

Buffalo Balanced Fund (BUFBX) Portfolio Allocation

Track portfolio allocation change of Buffalo Balanced fund (BUFBX)

Date	Cash	Stock	Bond	Other
09/2009	9.56%	54.94%	27.76%	7.74%
06/2009	2.36%	59.45%	29.85%	8.35%
03/2009	2.52%	61.37%	36.1%	0%

Click here to see more historic asset allocation information on Buffalo Balanced Fund (BUFBX)

  

Most Recent Top 10 Holdings in Buffalo Balanced Fund (BUFBX)

Discover what Buffalo Balanced Fund (BUFBX) manager is buying

30-Sep-09 Fidelity Instl MM Fds Government I [6.92%] Lions Gate Entmnt Cv 2.9375% [4.16%] CHEVRON CORP [3.48%] United Refng 10.5% [3.24%] Pilgrims Pride 8.375% [3.11%] Swift Engy 7.125% [3.09%] Warner Chilcott 8.75% [2.91%] Intel Corporation [2.76%] COCA COLA CO THE [2.27%] BP PLC [2.25%]

30-Jun-09 Lions Gate Entmt 2.938% [4.24%] CHEVRON CORP [3.76%] United Refng 10.5% [3.37%] Warner Chilcott 8.75% [3.24%] Swift Engy 7.125% [2.88%] COCA COLA CO THE [2.72%] Intel Corporation [2.68%] Pilgrims Pride 8.375% [2.48%] Iron Mtn 8.625% [2.44%] BP PLC [2.32%]

31-Mar-09 Lions Gate Entmt 2.938% [4.29%] Chevron Corporation [4.18%] Warner Chilcott 8.75% [3.43%] Wyeth [2.87%] United Refng 10.5% [2.75%] Coca-Cola Co (The) [2.73%] Iron Mtn 8.625% [2.68%] Intel Corporation [2.67%] Swift Engy 7.125% [2.6%] Pitney Bowes Inc [2.34%]

Click here for Stock Holding Change Map in Buffalo Balanced Fund (BUFBX)

  

Related books and products to Buffalo Balanced Fund (BUFBX)

  

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Books and Resources

 

 

See more information on Buffalo Balanced Fund (BUFBX)

• Buffalo Balanced Fund Insights
• Buffalo Balanced Fund Performance Data
• Buffalo Balanced Fund News
• Buffalo Balanced Fund Score Explaination
• Buffalo Balanced Fund Manager Information
• Historic Buffalo Balanced Fund Asset Allocation Report
• Historic Buffalo Balanced Fund Top 10 Holding Tracking
• Historic Buffalo Balanced Fund Asset Under Management Tracking