Buffalo Large Cap Fund Quote
| BUFEX Fund | USD 55.57 0.19 0.34% |
Performance4 of 100
| Odds Of DistressLess than 21
|
Buffalo Large is trading at 55.57 as of the 30th of January 2025; that is 0.34 percent increase since the beginning of the trading day. The fund's open price was 55.38. Buffalo Large has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of March 2023 and ending today, the 30th of January 2025. Click here to learn more.
The fund normally invests at least 80 percent of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of large capitalization companies. The fund may invest up to 20 percent of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. More on Buffalo Large Cap
Moving together with Buffalo Mutual Fund
Buffalo Mutual Fund Highlights
| Fund Concentration | Buffalo Funds, Large Growth Funds, Large Growth, Buffalo, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Buffalo Large Cap [BUFEX] is traded in USA and was established 30th of January 2025. Buffalo Large is listed under Buffalo category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Buffalo family. This fund currently has accumulated 104.18 M in assets under management (AUM) with no minimum investment requirementsBuffalo Large Cap is currently producing year-to-date (YTD) return of 4.3%, while the total return for the last 3 years was 14.99%.
Check Buffalo Large Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Buffalo Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Buffalo Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Buffalo Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Buffalo Large Cap Mutual Fund Constituents
| SLB | Schlumberger NV | Stock | Energy | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| SPGI | SP Global | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PX | P10 Inc | Stock | Financials | |
| MSFT | Microsoft | Stock | Information Technology |
Buffalo Large Cap Risk Profiles
| Mean Deviation | 0.8445 | |||
| Semi Deviation | 1.32 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 |
Buffalo Large Against Markets
Other Information on Investing in Buffalo Mutual Fund
Buffalo Large financial ratios help investors to determine whether Buffalo Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Buffalo with respect to the benefits of owning Buffalo Large security.
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