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    Buffalo Flexible Income (BUFBX)

    14.74 0.00(0.00%) Feb 27

    Profile as of Jan 30, 2015Get Profile for:
    Buffalo Flexible Income
    Buffalo FundsP.O. Box 701Milwaukee, WI 53201
    Phone: 800-492-8332
    Fund Overview 
    Category:Moderate Allocation
    Fund Family:Buffalo
    Net Assets:1.40B
    Year-to-Date Return:-1.81%
    Morningstar Rating:4 stars
    Fund Inception Date:Aug 12, 1994
    Morningstar Style Box 
    Moderate Allocation
    [View Category Definition]
    View Top Moderate Allocation Funds
    About the Morningstar Style Box
    Management Information 
    John Kornitzer
    Lead Manager since Jan 1, 2003
    Mr. Kornitzer is the president and chief investment officer of KCM, and has been an investment professional since 1968. He served as investment manager at several Fortune 500 companies prior to founding KCM in 1989. Mr. Kornitzer received his degree in Business Administration from St. Francis College in Pennsylvania.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:250
    Min Initial Investment, AIP:100
    Min Subsequent Investment:100
    Min Subsequent Investment, IRA:100
    Min Subsequent Investment, AIP:100
    BUFBX can be purchased from 114 brokerages.

    Fund Summary 
    The investment seeks to generate high current income and, as a secondary objective, the long-term growth of capital. The fund invests in both debt and equity securities. It is anticipated that the dollar-weighted average maturity of debt securities that the fund purchases will not exceed 15 years. With respect to its investments in equity securities, the fund may invest in companies in any sector and of any size of market capitalization. It may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.

    Fund Operations 
    Last Dividend (Feb 17, 2015) : 0.03
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Feb 25, 2015) : 13.00%
    Average for Category:47.37%
    Fees & Expenses 
    ExpenseBUFBXCategory Avg
    Annual Report Expense Ratio (net):1.01%0.94%
    Prospectus Net Expense Ratio:1.03%N/A
    Prospectus Gross Expense Ratio:1.03%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.29%
    Max Deferred Sales Load: N/A2.42%
    3 Yr Expense Projection*:328572
    5 Yr Expense Projection*:569878
    10 Yr Expense Projection*:1,2591,749
    * Per $10,000 invested