Buffalo Balanced
c/o U.S. Bancorp Fund Services P.O. Box 701 Milwaukee, WI 53201
Map
Phone: 800-492-8332
| Category: | Moderate Allocation | | Fund Family: | Buffalo | | Net Assets: | 142.20M | | Year-to-Date Return: | 25.47% | | Yield: | 3.71% | | Morningstar Rating: |  | | Fund Inception Date: | 12-Aug-94 |
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John C. Kornitzer
Lead Manager since
01-Jan-03 | | | Kornitzer is founder, president and chief investment officer of Kornitzer Capital Management. He managed money at several Fortune 500 companies prior to founding the firm. He has over 35 years of investment experience, including portfolio management for GE, Texaco and Employers Reinsurance Corp. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital growth and, as a secondary objective, the generation of high current income. The fund invests in a combination of domestic common stocks, preferred stocks, convertible preferred stocks, convertible debt securities, corporate debt securities, both rated and unrated, and higher-yielding, high-risk debt securities rated below investment grade by the major rating agencies (or in similar unrated securities), commonly known as ?junk bonds.? The allocation of assets invested in each type of security is designed to balance yield income and long-term capital appreciation with reduced volatility of returns. |
| Last Dividend
(18-Sep-09):
| 0.09 | | Last Cap Gain
(18-Dec-07):
| 0.29 | | Annual Holdings Turnover
| 14.00% | | Average for Category:
| 74.74% |
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| Expense | BUFBX | Category
Avg | | Total Expense Ratio: | 1.03%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 328 | $632 | | 5 Yr Expense Projection*: |
$ 569 | $951 | | 10 Yr Expense Projection*: |
$ 1,259 | $1,857 |
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1.48% Nasdaq 
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