BUFEX Mutual Fund
BUFEX Mutual Fund
NAV$63.52
AUM$46M
TER0.89%
Holdings88
See how much of BUFEX you already own
BUFEX Mutual Fund
NAV$63.52
Buffalo Large Cap Fund Investor Class
AUM$46M
TER0.89%
Holdings88
See how much of BUFEX you already own
BUFEX Mutual Fund Overlap Analysis
BUFEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BUFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, BUFEX may share significant positions with broad-market funds.
BUFEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BUFEX tax-loss harvesting finds highly correlated but non-identical funds.