Buffalo Discovery Fund (BUFTX):
The Overall Morningstar RatedTM Buffalo Discovery Fund (BUFTX) has the freedom to invest in companies across all market capitalizations and sectors to find long-term growth opportunities. Click here to learn more.
Among 585 funds in the Mid-Cap Growth funds (derived from weighted average of the fund's three, five and ten year risk adjusted return measure, if applicable). The Buffalo Discovery Fund received 5 stars among 585 for 1/31/17.
Buffalo Dividend Focus Fund
(BUFDX): A Yield Focused
If one of your investments goals is dividend income generation and long-term growth of capital, consider the Overall Morningstar RatedTM Buffalo Dividend Focus Fund (BUFDX). The fund invests in a wide-range of companies that have a history of paying dividends, and of increasing these dividend payments over time. The fund targets high-quality companies with sustainable competitive advantages and the ability to deliver capital appreciation potential over the long-term. Click here to learn more.
Among 1,256 funds in the Large Blend funds (derived from weighted average of the fund's three year risk adjusted return measure, if applicable). The Buffalo Dividend Focus Fund received 5 stars among 1,256 Large Blend funds for the three-year period ended 1/31/17.
Buffalo High Yield Fund (BUFHX):
Our team brings many years of credit research experience to the bond market. We are proud to have provided our shareholders what we believe to be a conservative approach to investing in high yield bonds since 1995. Click here to learn more about our Star Overall Morningstar RatedTM Fund:
Among 603 funds in the High Yield Bond category(derived from a weighted average of the fund's three, five and ten year risk adjusted return measure, if applicable). The Buffalo High Yield Fund received three stars among 603 for the three-year, three stars among 478 for the five-year, and three stars among 320 High Yield Bond funds for the ten-year period ended 1/31/17.
New and Noteworthy
- "Top 20 Female Portfolio Managers in America" list according to CityWire includes two Buffalo Fund managers. Click here to read the article.
- Buffalo Funds added to Schwab's Mutual Fund OneSource Select List. Click here to read the announcement.
- Elizabeth Jones, Buffalo Large Cap Fund (BUFEX) Portfolio Manager's interview with Money Magazine: Picks From The Pros. Click here to read the article.
The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar RatingTM for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating™ metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. The Buffalo Dividend Focus Fund received 5 stars among 1,256 Large Blend funds for the three-year period ended 1/31/17. The Buffalo Discovery Fund received 4 stars among 585 for the three-year, 4 stars among 503 for the five-year, and five stars among 371 Mid-Cap Growth funds for the ten-year period ended 1/31/17. The Buffalo High Yield Fund received 3 stars among 603 for the three-year, 3 stars among 478 for the five-year, and 3 stars among 320 High Yield Bond funds for the ten-year period ended 1/31/17. ©2017 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.