Buffalo Large Cap Fund

Frequently Asked Questions About BUFEX

What does BUFEX invest in?

The Buffalo Large Cap Fund primarily channels its investments, committing a minimum of 80% of its total net assets, into a diverse portfolio of equity-based instruments. These instruments encompass common stock, preferred stock, convertible securities, warrants, and rights, all issued by corporations with substantial market capitalization (large-cap companies). Additionally, the fund has the flexibility to allocate up to 20% of its net assets to American Depositary Receipts (ADRs), whether sponsored or unsponsored, as well as to securities from international companies that are publicly traded on U.S. stock exchanges.

What is the expense ratio of BUFEX?

Buffalo Large Cap Fund (BUFEX) charges an expense ratio of 0.90%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BUFEX?

Buffalo Large Cap Fund (BUFEX) manages $189.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is BUFEX actively managed or an index fund?

BUFEX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was BUFEX launched?

Buffalo Large Cap Fund (BUFEX) launched in May 1995 and is managed by the fund issuer.

How has BUFEX performed?

BUFEX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.