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Buffalo Large Cap (BUFEX) Fund Ranking and Research

Ranking, Research and Recommendation of Buffalo Large Cap (BUFEX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Buffalo Large Cap Fund (BUFEX) ManagerFund Manager - Elizabeth Jones

Fund Manager Information

Fund Manager Tenure: 12.6 years
Fund Family: Buffalo
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of Buffalo Large Cap Fund (BUFEX) ProfileBuffalo Large Cap Fund (BUFEX) Profile

Fund Profile and Description

Buffalo Large Cap Fund seeks long-term capital appreciation. Buffalo Large Cap Fund normally invests at least 80% of net assets in domestic common stocks, preferred stocks, convertible preferred stocks, warrants and rights in large-cap companies. The advisor considers a company to be a large-cap company if, at time of purchase, it has a market capitalization of $10 billion or greater, or the median market capitalization of companies in the S&P 500 index. It may invest up to 20% of net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.

 

Buffalo Large Cap (BUFEX) Fund Strength What we like about Buffalo Large Cap (BUFEX) Fund

Data for Buffalo Large Cap Fund (BUFEX) as of May 30, 2016

  • Buffalo Large Cap Fund (BUFEX) management has been with Buffalo Large Cap Fund for 12.6 years
  • Buffalo Large Cap Fund (BUFEX) has good short-term performance (1-year return 0.98% vs -1.74% Large Growth category median performance)
  • Buffalo Large Cap Fund (BUFEX) has good mid-term performance (3-year return 12.80% vs 10.74% Large Growth category median performance)
  • Buffalo Large Cap Fund (BUFEX) has good Long-term performance (5-year return 10.39% vs 10.14% Large Growth category median performance)
  • Buffalo Large Cap Fund (BUFEX) ratio of up-years vs down years is greater than 2
  • Buffalo Large Cap Fund (BUFEX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.01, lower than category average of 12.75
  • Buffalo Large Cap Fund (BUFEX) has a lower expense ratio than its Large Growth average: 0.94% vs 1.17%
  • Buffalo Large Cap Fund (BUFEX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Buffalo Large Cap Fund (BUFEX) Weakness What we are cautious about Buffalo Large Cap (BUFEX) Fund

Data for Buffalo Large Cap Fund (BUFEX) as of May 30, 2016

  • Buffalo Large Cap Fund (BUFEX) has a Morningstar rating of 3 and below
  • Buffalo Large Cap Fund (BUFEX) has an annual stock turnover rate of 62.00% that is higher than the Large Growth average of 50.46%. This could mean Buffalo Large Cap is more nimble, but also signal potential high tax impact and high trading fees
See Buffalo Large Cap Fund (BUFEX) performance details as of May 30, 2016

 

What do you think?

 

Compare Buffalo Large Cap Fund (BUFEX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Buffalo Large Cap0.510.9812.8010.39
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Buffalo Large Cap Fund (BUFEX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Buffalo Large Cap Fund (BUFEX) Net Asset TrackingBuffalo Large Cap (BUFEX) Fund Net Asset

Track net asset change of Buffalo Large Cap fund (BUFEX)

DateNet Asset
05/2016$46.99M
03/2016$47.79M
02/2016$45.62M
More historic net asset information on Buffalo Large Cap Fund (BUFEX)

  

Graph of Buffalo Large Cap Fund (BUFEX) Portfolio TrackingBuffalo Large Cap (BUFEX) Fund Portfolio Allocation

Track portfolio allocation change of Buffalo Large Cap fund (BUFEX)

DateCashStockBondOther
03/20163.25%96.75%0%0%
12/20153.73%96.27%0%0%
09/20153.64%96.36%0%0%
Click here to see more historic asset allocation information on Buffalo Large Cap Fund (BUFEX)

 

graph of Buffalo Large Cap Fund (BUFEX) Top 10 Position TrackingTop 10 Holdings in Buffalo Large Cap (BUFEX) Fund

Discover what Buffalo Large Cap Fund (BUFEX) manager is buying

Mar 30, 2016
Amazon.com, Inc. [4.58%]
Facebook, Inc. [3.69%]
Alphabet Inc. [3.65%]
Apple Inc. [3.5%]
Equinix, Inc. [3.1%]
Cerner Corporation [2.92%]
Charter Communications Inc A [2.76%]
TJX Companies, Inc. (The) Commo [2.68%]
QUALCOMM Incorporated [2.59%]
The Priceline Group Inc. [2.47%]

Dec 30, 2015
Amazon.com, Inc. [4.65%]
Cerner Corporation [3.36%]
Alphabet Inc. [3.32%]
ROCHE HLDG LTD SPONS [3.03%]
McGraw Hill Financial, Inc. Com [3.03%]
CVS Health Corporation Common S [2.84%]
Schlumberger N.V. Common Stock [2.81%]
TJX Companies, Inc. (The) Commo [2.75%]
United Parcel Service, Inc. Com [2.74%]
Whole Foods Market, Inc. [2.73%]

Sep 29, 2015
Amazon.com, Inc. [4.13%]
Cerner Corporation [3.36%]
Alphabet Inc. [3.19%]
athenahealth, Inc. [3.1%]
ROCHE HLDG LTD SPONS [3.06%]
United Parcel Service, Inc. Com [3.05%]
Whole Foods Market, Inc. [3.02%]
Boeing Company (The) Common Sto [3.02%]
TJX Companies, Inc. (The) Commo [2.8%]
McGraw Hill Financial, Inc. Com [2.69%]
Click here for Stock Holding Change Map in Buffalo Large Cap Fund (BUFEX)

  

Latest News on Buffalo Large Cap (BUFEX) Fund

See what is happening with Buffalo Large Cap Fund (BUFEX)

 

Buffalo Large Cap Fund (BUFEX) Related ResourcesSee more information on Buffalo Large Cap (BUFEX) Fund

Popular pages on Buffalo Large Cap (BUFEX) Fund

  

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