Mutual Funds - Profile

Buffalo Large Cap Fund

US > Large-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.

The sub-adviser’s investment process is designed to highlight companies demonstrating growth prospects faster than the broader economy over a three-to-five year cycle.

The research team uses quantitative techniques to identify companies exhibiting attractive valuation and free cash flow and return on capital.

The investment team then using qualitative research evaluates business sustainability, earnings durability and management track record.

The portfolio holds approximately 50 to 70 securities with market capitalization greater than $5 billion at time of purchase. The More

Price

  • Last Close
  • $52.98
    -0.26
  • 52 Week HL
  • $55.25 - $39.74
  • Net Assets
  • $106.3 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Microsoft 9.08
Amazon Com 7.55
Apple Inc 6.43
Alphabet Inc 4.65
Visa Inc 2.78
Company Holding
Danaher Corporation 2.52
PayPal Holdings 2.49
Equinix Inc 2.27
Salesforce Com 2.10
S&P Global 1.98
Total 41.85%

Manager

  • Name
  • Alex Hancock
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Kornitzer Capital Management, Inc.

Documents

  • Annual Reports

Performance
23 % YTD

  • 3 Year
  • 104.3%
  • 5 Year
  • 151.48%
  • Best
  • 50.74%
    2009
  • Worst
  • -40.9%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BUFEX 16%37%35%-3%28%5%4%11%31%13%1%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 3.2% -15.7% 15% 0.2% 8.4% -2.4% 6.3% -0.4% 7.4% 15.3% -
Q2 10.9% 24.3% 3.8% 8.3% 5.2% 1.9% -0.8% 3.3% 4.5% -8% -
Q3 7.4% 11.3% 0.1% 7.5% 2.8% 8.1% -3.6% 1.8% 7.8% 5% -
Q4 - 9.7% 6.7% -13.8% 6.3% -0.6% 5.4% 8% 10.2% 4.7% -

Returns +
M

J F M A M J J A S O N D
2021 -0.8% 1.5% 2.5% 6.6% -0.5% 4.6% 3.5% 3.5% 0.3% - - -
2020 1.6% -7% -10.8% 13.4% 5.6% 3.8% 7.2% 8.4% -4.2% -2.5% 8.8% 3.5%

Annual Return

Index Comparison

Alpha

NAV