Buffalo Flexible Allocation FundBUIBX

MUTUAL FUNDKornitzer
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$464.2M
Expense ratio
0.86%
1-year return
+13.3%
3 years, a year
+12.6%
5 years, a year
+11.9%
Holdings
43

What it aims to do.

The investment objective of the Buffalo Flexible Allocation Fund (Flexible Allocation Fund or the Fund) is the generation of high current income and,

Top 10 holdings.

Holding% of fund
CVX Chevron Corp9.58%
MSFT Microsoft Corp7.18%
XOM Exxon Mobil Corp5.67%
LLY Eli Lilly & Co5.15%
COST Costco Wholesale Corp4.29%
COP ConocoPhillips4.27%
KMI Kinder Morgan Inc4.04%
IBM Ibm3.65%
JNJ Johnson & Johnson3.58%
ALL Allstate Corp/The3.57%

More on BUIBX.

Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.