Buffalo Flexible Income Fund Quote
| BUIBX Fund | USD 21.82 0.19 0.88% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Buffalo Flexible is trading at 21.82 as of the 27th of November 2024; that is 0.88 percent up since the beginning of the trading day. The fund's open price was 21.63. Buffalo Flexible has about a 20 % 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. Equity ratings for Buffalo Flexible Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of July 2023 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests in both debt and equity securities. The allocation of assets invested in each type of security is designed to primarily achieve high current income, with a secondary objective of long-term capital appreciation. The fund retains the right to invest up to 100 percent of its net assets in equity securities or up to 100 percent of its net assets in debt securities.. More on Buffalo Flexible Income
Moving together with Buffalo Mutual Fund
Buffalo Mutual Fund Highlights
| Fund Concentration | Buffalo Funds, Large Value Funds, Large Value, Buffalo (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Buffalo Flexible Income [BUIBX] is traded in USA and was established 27th of November 2024. Buffalo Flexible is listed under Buffalo category by Fama And French industry classification. The fund is listed under Large Value category and is part of Buffalo family. This fund currently has accumulated 456.39 M in assets under management (AUM) with minimum initial investment of 250 K. Buffalo Flexible Income is currently producing year-to-date (YTD) return of 15.52% with the current yeild of 0.02%, while the total return for the last 3 years was 10.25%.
Check Buffalo Flexible 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 Flexible Income 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 Flexible Income Mutual Fund Constituents
| ALL | The Allstate | Stock | Financials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| WM | Waste Management | Stock | Industrials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TFC | Truist Financial Corp | Stock | Financials | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PEP | PepsiCo | Stock | Consumer Staples |
Buffalo Flexible Income Risk Profiles
| Mean Deviation | 0.4221 | |||
| Semi Deviation | 0.452 | |||
| Standard Deviation | 0.5203 | |||
| Variance | 0.2707 |
Buffalo Flexible Against Markets
Other Information on Investing in Buffalo Mutual Fund
Buffalo Flexible 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 Flexible security.
| Instant Ratings Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Competition Analyzer Analyze and compare many basic indicators for a group of related or unrelated entities | |
| Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |