Performance & Pricing

As of 3/31/2017Average Annual Total Returns (%)
FUNDTICKERINCEPTIONYTD1 YR3 YR5 YR10 YRSince Inception
DISCOVERYBUFTX4/16/20018.2216.079.0612.7610.408.82
  Russell Midcap Growth Index6.8914.077.8811.958.138.12
DIVIDEND FOCUSBUFDX12/3/20126.5618.3511.72--14.45
  S&P 500 Index6.0717.1710.37--15.11
EMERGING OPPORTUNITIESBUFOX5/21/20047.1322.991.0611.286.167.59
  Russell 2000 Growth Index5.3523.036.7212.108.069.08
FLEXIBLE INCOMEBUFBX8/12/19941.6111.023.906.786.057.18
  S&P 500 Index6.0717.1710.3713.307.519.58
GROWTHBUFGX5/19/19958.0612.927.5811.098.209.75
  Russell 1000 Growth Index8.9115.7611.2713.329.138.66
HIGH YIELDBUFHX5/19/19952.148.373.795.326.247.27
  BofA Merrill Lynch HY Master II Index2.7116.884.626.857.347.40
INTERNATIONALBUFIX9/28/200710.6313.463.676.67-3.22
  Russell Global (ex US) Index8.1213.130.984.86-0.56
LARGE CAPBUFEX5/19/19958.3718.6712.0113.568.119.29
  Russell 1000 Growth Index8.9115.7611.2713.329.138.66
MID CAPBUFMX12/17/20014.6012.944.378.356.787.77
  Russell Midcap Growth Index6.8914.077.8811.958.138.37
SMALL CAPBUFSX4/14/199810.5124.512.789.626.4211.24
  Russell 2000 Growth Index5.3523.036.7212.108.065.61
As of 3/31/2017Average Annual Total Returns (%)
FUNDTICKERINCEPTIONYTD1 YR3 YR5 YR10 YRSince Inception
DISCOVERYBUFTX4/16/20018.2216.079.0612.7610.408.82
  Russell Midcap Growth Index6.8914.077.8811.958.138.12
DIVIDEND FOCUSBUFDX12/3/20126.5618.3511.72--14.45
  S&P 500 Index6.0717.1710.37--15.11
EMERGING OPPORTUNITIESBUFOX5/21/20047.1322.991.0611.286.167.59
  Russell 2000 Growth Index5.3523.036.7212.108.069.08
FLEXIBLE INCOMEBUFBX8/12/19941.6111.023.906.786.057.18
  S&P 500 Index6.0717.1710.3713.307.519.58
GROWTHBUFGX5/19/19958.0612.927.5811.098.209.75
  Russell 1000 Growth Index8.9115.7611.2713.329.138.66
HIGH YIELDBUFHX5/19/19952.148.373.795.326.247.27
  BofA Merrill Lynch HY Master II Index2.7116.884.626.857.347.40
INTERNATIONALBUFIX9/28/200710.6313.463.676.67-3.22
  Russell Global (ex US) Index8.1213.130.984.86-0.56
LARGE CAPBUFEX5/19/19958.3718.6712.0113.568.119.29
  Russell 1000 Growth Index8.9115.7611.2713.329.138.66
MID CAPBUFMX12/17/20014.6012.944.378.356.787.77
  Russell Midcap Growth Index6.8914.077.8811.958.138.37
SMALL CAPBUFSX4/14/199810.5124.512.789.626.4211.24
  Russell 2000 Growth Index5.3523.036.7212.108.065.61
FUNDTICKERINCEPTION20162015201420132012201120102009200820072006200520042003200220012000199919981997199619951994
DISCOVERYBUFTX4/16/20015.56%5.64%10.68%36.61%19.73%-0.69%22.96%51.62%-36.87%8.15%11.96%6.91%15.69%62.68%-39.01%1.50%*
DIVIDEND FOCUSBUFDX12/3/201212.06%0.13%20.81%23.93%
EMERGING OPPORTUNITIESBUFOX5/21/200411.05%-9.41%-7.38%61.70%24.30%8.14%26.86%48.16%-48.30%-11.88%12.54%9.50%11.90%*
FLEXIBLE INCOMEBUFBX8/12/19949.90%-1.97%3.59%16.68%10.31%9.63%11.68%31.07%-29.47%9.62%16.76%5.41%14.07%25.82%-16.01%0.83%8.05%5.44%-2.78%15.09%19.33%20.30%-3.07%*
GROWTHBUFGX5/19/19954.86%2.64%8.88%35.40%11.86%-0.06%23.28%33.34%-32.69%7.76%12.44%4.59%7.13%36.11%-25.43%-10.54%8.80%37.31%7.90%19.04%36.75%11.51%*
HIGH YIELDBUFHX5/19/19956.65%1.80%1.96%9.40%10.35%3.54%12.45%44.01%-21.30%3.78%8.61%-0.88%8.38%20.25%4.01%10.58%4.42%1.97%-5.33%15.76%16.68%12.87%*
INTERNATIONALBUFIX9/28/20073.19%-0.45%-2.04%19.29%19.01%-13.82%13.73%46.45%-40.82%0.70%*
LARGE CAPBUFEX5/19/19956.90%7.15%12.76%32.76%17.23%-5.60%14.32%50.74%-40.84%8.10%10.45%1.98%7.81%29.72%-24.76%-14.87%20.53%15.41%10.68%24.22%29.25%23.35%*
MID CAPBUFMX12/17/20015.93%-0.52%5.85%29.25%13.93%-5.83%24.34%48.80%-39.43%9.97%5.68%13.83%16.60%43.66%-22.13%0.30%*
SMALL CAPBUFSX4/14/19986.22%-4.46%-6.55%44.15%19.93%-4.66%16.59%37.49%-29.84%-0.33%13.95%3.22%28.82%51.24%-25.75%31.18%33.69%34.79%-3.28%*
*Partial year. Inception to year-end.
As of April 28, 2017
FUND TICKER NAV CNG ($)   CNG (%) YTD (%)
DISCOVERY BUFTX $22.30 $-0.03 -0.13% 10.40%
DIVIDEND FOCUS BUFDX $15.49 $-0.03 -0.19% 7.75%
EMERGING OPPORTUNITIES BUFOX $16.27 $-0.09 -0.55% 10.45%
FLEXIBLE INCOME BUFBX $14.61 $-0.04 -0.27% 0.88%
GROWTH BUFGX $31.47 $0.12 0.38% 10.27%
HIGH YIELD BUFHX $11.27 $0.01 0.09% 3.13%
INTERNATIONAL BUFIX $13.24 $0.00 0.00% 14.43%
LARGE CAP BUFEX $27.09 $-0.11 -0.40% 10.66%
MID CAP BUFMX $16.03 $-0.04 -0.25% 6.94%
SMALL CAP BUFSX $17.18 $-0.14 -0.81% 14.30%

Performance data quoted represents past performance; past performance does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance quoted and month-end can be obtained by clicking here. Performance is annualized for periods greater than 1 year.

Ratings

FUND NAMETICKEROVERALL3 YR5 YR10 YRCATEGORY
DISCOVERYBUFTX       
10% of 580 funds
   
14% of 500 funds
    
3% of 368 funds
Mid-Cap Growth
DIVIDEND FOCUSBUFDX        
1% of 1248 funds
Large Blend
EMERGING OPPORTUNITIESBUFOX 
93% of 599 funds
  
40% of 527 funds

80% of 386 funds
Small Growth
FLEXIBLE INCOMEBUFBX    
75% of 347 funds
 
81% of 286 funds
    
4% of 216 funds
Allocation--70% to 85% Equity
GROWTHBUFGX    
69% of 1306 funds
  
63% of 1154 funds
  
38% of 800 funds
Large Growth
HIGH YIELDBUFHX      
31% of 596 funds
  
63% of 471 funds
   
36% of 318 funds
High Yield Bond
INTERNATIONALBUFIX      
8% of 324 funds
   
21% of 276 funds
Foreign Large Growth
LARGE CAPBUFEX       
5% of 1306 funds
    
11% of 1154 funds
  
41% of 800 funds
Large Growth
MID CAPBUFMX   
81% of 580 funds
 
84% of 500 funds
  
64% of 368 funds
Mid-Cap Growth
SMALL CAPBUFSX   
82% of 599 funds
 
73% of 527 funds
  
77% of 386 funds
Small Growth
Rankings listed are for the period ended March 31, 2017.

The Morningstar Rating™ 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 Rating™ 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.

Each Morningstar category average represents a universe of funds with similar objectives.

The Morningstar percentile ranking is based on the fund’s total-return percentile rank relative to all managed products that have the same category for the same time period. The highest (or most favorable) percentile rank is 1%, and the lowest (or least favorable) percentile rank is 100%. Morningstar total return includes both income and capital gains or losses and is not adjusted for sales charges.

©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.

Dividends & Distributions

Discovery Fund

Distribution DateDistribution NAVNet Investment IncomeShort-Term Capital GainTotal OrdinaryLong-Term Capital GainsTotal Distribution
12/20/2016$20.47$0.28301$0.23560$0.51861
12/18/2015$19.30$0.25073$1.23253$1.48326
12/18/2014$19.86$0.30280$1.75262$2.05542
12/18/2013$19.44$0.52163$0.98886$1.51049
12/18/2012$15.87$0.03194643$0.03194643$1.19021$1.22215643
12/20/2011$14.08$0.09271$0.89769$0.99040
12/20/2010$15.25$0.31678$0.31678
12/18/2007$13.25$0.16525$0.58416$0.74941
12/19/2006$13.12$0.22628$0.22628
12/20/2005$12.39$0.04532$0.04532
2017 Distribution Date: December 19, 2017

Dividend Focus Fund

Distribution DateDistribution NAVNet Investment IncomeShort-Term Capital GainTotal OrdinaryLong-Term Capital GainsDistribution Total
3/20/17$15.37$0.04662158-$0.04662158-$0.04662158
12/20/16$14.58$0.04502534$0.06489$0.04502534$0.03508$0.14499534
9/20/16$13.78$0.04538819-$0.04538819-$0.04538819
6/20/16$13.34$0.04391608-$0.04391608-$0.04391608
3/18/16$13.15$0.04845082-$0.04845082-$0.04845082
12/18/15$12.88$0.04061333$0.14263$0.04061333$0.11942$0.30266333
9/18/15$12.94$0.03816853-$0.03816853-$0.03816853
6/18/15$14.29$0.04120635-$0.04120635-$0.04120635
3/18/15$13.89$0.04200730-$0.04200730-$0.04200730
12/18/14$13.53$0.03066401$0.54808$0.03066401$0.10086$0.67960401
9/18/14$13.50$0.02424009-$0.02424009-$0.02424009
6/18/14$13.05$0.03496855-$0.03496855-$0.03496855
3/18/14$12.11$0.03702784-$0.03702784-$0.03702784
12/18/13$11.56$0.04725764$0.38271$0.04725764-$0.42996764
9/18/13$11.47$0.03960545-$0.03960545-$0.03960545
6/18/13$11.13$0.03967611-$0.03967611-$0.03967611
3/19/13$10.36$0.01492578-$0.01492578-$0.01492578
2017 Distribution Dates:
March 20, 2017
June 20, 2017
September 19, 2017
December 19, 2017

Emerging Opportunities Fund

Distribution DateDistribution NAVNet Investment IncomeShort-Term Capital GainTotal OrdinaryLong-Term Capital GainsDistribution Total
12/20/2016$14.89-$0.07442-$1.15561$1.23003
12/18/2015$14.20---$1.22545$1.22545
12/18/2014$16.92-$0.71582-$0.53807$1.25389
12/18/2013$19.26---$0.04726$0.04726
12/18/2008$4.78-$0.00909-$0.47624$0.48533
12/18/2007$10.28---$1.02578$1.02578
12/19/2006$12.91---$0.69402$0.69402
12/20/2005$12.15-$0.05271-$0.05271$0.05271
2017 Distribution Date: December 19, 2017

Flexible Income Fund

2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994

Growth Fund

Distribution DateDistribution NAVNet Investment IncomeShort-Term Capital GainTotal OrdinaryLong-Term Capital GainsDistribution Total
12/20/2016$29.11$0.22095542$0.02407$0.22095542$1.40548$1.65050542
12/18/2015$28.33$0.19258759$0.10370$0.19258759$5.01257$5.30885759
12/18/2014$33.24$0.17825270$0.28103$0.17825270$4.21259$4.67187270
12/18/2013$34.05$0.22328061$0.67239$0.22328061$1.35484$2.25051061
12/18/2012$27.66$0.12419647-$0.12419647-$0.12419647
12/20/2011$24.47$0.00389823$0.09326$0.00389823$0.35463$0.45178823
12/20/2010$24.95$0.05757300-$0.05757300$0.00636$0.05757300
12/18/2009$20.08$0.09953559-$0.09953559-$0.09953559
12/18/2008$15.19$0.08357339-$0.08357339$0.06905$0.15262339
12/18/2007$23.01$0.04799693-$0.04799693$0.05611$0.10410693
12/19/2006$22.26$0.03565$0.13123$0.03565$0.54877$0.71565
12/20/2005$20.62$0.0206-$0.0206-$0.0206
12/20/2004$19.41$0.0856-$0.0856-$0.0856
12/27/2000$19.33-$0.38$0.38$2.47$2.85
12/23/1999$20.54$0.016$0.751$0.767$0.168$0.935
12/23/1998$15.86$0.02$0.05$0.07$0.46$0.53
12/30/1997$15.22$0.0353$0.6978-$0.3179$1.051
2017 Distribution Date: December 19, 2017

High Yield Fund

2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995

International Fund

Distribution DateDistribution NAVNet Investment IncomeShort-Term Capital GainTotal OrdinaryLong-Term Capital GainsDistribution Total
12/20/2016$11.40$0.11967161-$0.11967161-$0.11967161
12/18/2015$11.16$0.04917041-$0.04917041-$0.04917041
1/2/2015$11.39$0.00898943-$0.00898943-$0.00898943
12/18/2014$11.51$0.06099474-$0.06099474-$0.06099474
12/18/2013$11.42$0.02100800-$0.02100800-$0.02100800
12/18/2012$9.85$0.04132905-$0.04132905-$0.04132905
12/20/2011$8.22$0.04747890-$0.04747890-$0.04747890
12/20/2010$9.52$0.04739330-$0.04739330-$0.04739330
12/18/2009$8.39$0.05949379-$0.05949379-$0.05949379
2017 Distribution Date: December 19, 2017

Large Cap Fund

Distribution DateDistribution NAVNet Investment IncomeShort-Term Capital GainTotal OrdinaryLong-Term Capital GainsDistribution Total
12/20/2016$24.85$0.12945793-$0.12945793$0.68562$0.81508
12/18/2015$23.19$0.03755841$0.35078$0.03755841$1.22767$1.61601
12/18/2014$23.59$0.04829253$0.75190$0.04829253$2.00614$2.80633
12/18/2013$22.93$0.08402260$0.00793$0.08402260$3.45779$3.54974
12/18/2012$20.48$0.14733181-$0.14733181$1.41481$1.56214
12/20/2011$18.47$0.03749914-$0.03749914$0.12032$0.15782
12/20/2010$19.84$0.06162226-$0.06162226-$0.06162
12/18/2009$17.23$0.03602111-$0.03602111-$0.03602
12/18/2008$11.52$0.00052069-$0.00052069-$0.00052
12/18/2007$21.57---$0.34569$0.34569
2017 Distribution Date: December 19, 2017

Mid Cap Fund

Distribution DateDistribution NAVNet Investment IncomeShort-Term Capital GainTotal OrdinaryLong-Term Capital GainsDistribution Total
12/20/2016$15.28-$0.07465-$1.19800$1.27265
12/18/2015$15.12---$2.00198$2.00198
12/18/2014$17.38---$2.41814$2.41814
12/18/2013$18.34-$0.15802-$2.92247$3.08049
12/18/2012$17.05$0.01320027-$0.01320027$0.79339$0.80659
12/20/2011$15.36---$0.31966$0.31966
12/18/2007$15.32-$0.10022-$1.11903$1.21925
12/19/2006$15.01-$0.00239-$0.29034$0.29273
12/20/2005$14.35-$0.07202-$0.15250$0.22452
12/20/2004$12.56-$0.04892-$0.10853$0.15745
2017 Distribution Date: December 19, 2017

Small Cap Fund

Distribution DateDistribution NAVNet Investment IncomeShort-Term Capital GainTotal OrdinaryLong-Term Capital GainsDistribution Total
12/20/2016$15.31-$0.69997-$3.08636$3.78633
12/18/2015$17.42---$12.38628$12.38628
12/18/2014$31.56---$3.26196$3.26196
12/18/2013$36.31-$0.39542-$2.80163$3.19705
12/18/2012$28.07-$0.26576-$1.45619$1.72195
12/20/2011$24.98---$0.05742$0.05742
12/18/2009$22.00$0.02683352-$0.02683352-$0.02683
12/18/2007$23.94-$0.27699-$2.37972$2.65671
12/19/2006$26.77---$2.03706$2.03706
12/20/2005$25.50-$0.17140-$2.93558$3.10698
12/20/2004$26.83-$0.45605-$0.42046$0.87651
12/18/2003$21.81---$0.19938$0.19938
12/26/2001$19.36---$0.03050$0.03050
12/27/2000$13.99-$0.23000$0.23000000$1.44000$1.67000
12/23/1999$12.15-$0.21000$0.21000000-$0.21000
12/23/1998$9.27$0.04000000-$0.04000000-$0.04000
2017 Distribution Date: December 19, 2017

Fundamental Approach

We get to know the companies we invest in and learn how they run their business.

Top-Down & Bottom-Up

We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.

Proprietary Philosophy

We construct our portfolios based on our own proprietary investment strategy.

Disciplined Investing

Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.

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