BUFEX Mutual Fund

BUFEX Mutual Fund (Buffalo Large Cap Fund Investor Class) is managed by Buffalo Funds with $48.1M in net assets. BUFEX expense ratio is 0.89%, holding 88 positions across sectors including Information Technology, Communication Services, Health Care. Inception date: 1995-05-19.

BUFEX performance shows a YTD return of 6.46%. The 1-year return is 12.62% and the 5-year return is 11.20%. BUFEX dividend yield stands at 6.34%, paid annually.

BUFEX top holdings include Nvidia Corp. (12.7%), Apple, Inc (9.1%), Microsoft Corp (7.9%), Alphabet Inc Common Stock USD 0.001 (6.3%), Fidelity Inv Mmkt Govt-I 12/31/2031 (5.4%). Go to all BUFEX holdings, BUFEX sectors, or BUFEX dividends.

BUFEX can be compared against other funds. Use BUFEX overlap to find shared positions, or BUFEX vs another fund for a side-by-side view. BUFEX alternatives are available via the screener, along with tax-loss harvesting opportunities.