Our Funds
Performance & Pricing
As of 8/31/2023 | Average Annual Total Returns (%) | |||||
FUND Ticker, Inception Date, Expense Ratio | YTD | 1 YR | 3 YR | 5 YR | 10 YR | SINCE INCEPTION |
DOMESTIC EQUITY | ||||||
DISCOVERY BUFTX - Investor, 4/16/01, 1.01% BUITX - Institutional, 7/1/19, 0.86% | 14.97 15.08 | 11.27 11.39 | 3.38 3.53 | 6.22 6.38 | 10.33 10.49 | 8.90 9.07 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.50% BUIOX - Institutional, 7/1/19, 1.35% | 8.48 8.56 | 0.62 0.75 | 1.68 1.82 | 5.12 5.27 | 8.12 8.28 | 8.34 8.50 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 34.54 34.68 | 23.38 23.56 | 6.52 6.67 | 10.33 10.50 | 12.25 12.42 | 10.46 10.63 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.80% | 30.05 30.16 | 21.19 21.36 | 7.21 7.36 | 11.26 11.43 | 13.76 13.93 | 10.20 10.37 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 7/1/19, 0.88% | 17.96 18.07 | 13.48 13.61 | 4.77 4.89 | 8.25 8.40 | 9.15 9.31 | 8.36 8.52 |
SMALL CAP BUFSX - Investor, 4/14/98, 0.99% BUISX - Institutional, 7/1/19, 0.87% | 6.42 6.46 | -3.46 -3.37 | 0.84 0.96 | 6.23 6.37 | 9.07 9.23 | 11.24 11.41 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.04% BUIIX - Institutional, 7/1/19, 0.89% | 12.45 12.50 | 19.13 19.30 | 5.36 5.52 | 6.44 6.59 | 7.86 8.02 | 5.32 5.48 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.95% BUIDX - Institutional, 7/1/19, 0.80% | 11.85 11.98 | 12.06 12.23 | 10.94 11.11 | 10.07 10.24 | 11.98 12.15 | 12.26 12.43 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 4.64 4.69 | 9.91 10.02 | 14.22 14.38 | 7.92 8.07 | 7.42 7.58 | 7.50 7.68 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.87% | 6.52 6.73 | 8.02 8.28 | 4.37 4.54 | 4.68 4.84 | 4.42 4.58 | 6.62 6.78 |
As of 8/31/2023 | Average Annual Total Returns (%) | |||||
FUND Ticker, Inception Date, Expense Ratio | YTD | 1 YR | 3 YR | 5 YR | 10 YR | SINCE INCEPTION |
DOMESTIC EQUITY | ||||||
DISCOVERY BUFTX - Investor, 4/16/01, 1.01% BUITX - Institutional, 7/1/19, 0.86% | 14.97 15.08 | 11.27 11.39 | 3.38 3.53 | 6.22 6.38 | 10.33 10.49 | 8.90 9.07 |
Russell Midcap Growth Index | 15.51 | 13.00 | 3.84 | 7.95 | 11.03 | 8.94 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.50% BUIOX - Institutional, 7/1/19, 1.35% | 8.48 8.56 | 0.62 0.75 | 1.68 1.82 | 5.12 5.27 | 8.12 8.28 | 8.34 8.50 |
Russell 2000 Growth Index | 12.68 | 6.78 | 2.67 | 2.46 | 8.17 | 8.41 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 34.54 34.68 | 23.38 23.56 | 6.52 6.67 | 10.33 10.50 | 12.25 12.42 | 10.46 10.63 |
Russell 3000 Growth Index | 30.97 | 21.03 | 7.89 | 13.04 | 15.11 | 10.19 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.80% | 30.05 30.16 | 21.19 21.36 | 7.21 7.36 | 11.26 11.43 | 13.76 13.93 | 10.20 10.37 |
Russell 1000 Growth Index | 32.1 | 21.94 | 8.25 | 13.81 | 15.63 | 10.38 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 7/1/19, 0.88% | 17.96 18.07 | 13.48 13.61 | 4.77 4.89 | 8.25 8.40 | 9.15 9.31 | 8.36 8.52 |
Russell Midcap Growth Index | 15.51 | 13.00 | 3.84 | 7.95 | 11.03 | 9.15 |
SMALL CAP BUFSX - Investor, 4/14/98, 0.99% BUISX - Institutional, 7/1/19, 0.87% | 6.42 6.46 | -3.46 -3.37 | 0.84 0.96 | 6.23 6.37 | 9.07 9.23 | 11.24 11.41 |
Russell 2000 Growth Index | 12.68 | 6.78 | 2.67 | 2.46 | 8.17 | 5.98 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.04% BUIIX - Institutional, 7/1/19, 0.89% | 12.45 12.50 | 19.13 19.30 | 5.36 5.52 | 6.44 6.59 | 7.86 8.02 | 5.32 5.48 |
FTSE All World Ex-US Index | 9.14 | 12.39 | 4.81 | 4.05 | 5.09 | 2.63 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.95% BUIDX - Institutional, 7/1/19, 0.80% | 11.85 11.98 | 12.06 12.23 | 10.94 11.11 | 10.07 10.24 | 11.98 12.15 | 12.26 12.43 |
Russell 1000 Index | 18.58 | 15.40 | 9.93 | 10.77 | 12.55 | 13.41 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 4.64 4.69 | 9.91 10.02 | 14.22 14.38 | 7.92 8.07 | 7.42 7.58 | 7.50 7.68 |
Russell 3000 Index | 18.01 | 14.76 | 9.81 | 10.25 | 12.23 | 10.14 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.87% | 6.52 6.73 | 8.02 8.28 | 4.37 4.54 | 4.68 4.84 | 4.42 4.58 | 6.62 6.78 |
ICE BofA U.S. High Yield Index | 7.27 | 7.09 | 1.89 | 3.18 | 4.40 | 6.50 |
As of 6/30/2023 | Average Annual Total Returns (%) | |||||
FUND Ticker, Inception Date, Expense Ratio | YTD | 1 YR | 3 YR | 5 YR | 10 YR | SINCE INCEPTION |
DOMESTIC EQUITY | ||||||
DISCOVERY BUFTX - Investor, 4/16/01, 1.00% BUITX - Institutional, 7/1/19, 0.86% | 15.34 15.44 | 19.47 19.67 | 6.63 6.79 | 7.61 7.78 | 11.23 11.39 | 8.99 9.16 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.46% BUIOX - Institutional, 7/1/19, 1.33% | 13.89 14.01 | 13.11 13.31 | 6.13 6.30 | 7.52 7.68 | 9.51 9.68 | 8.69 8.85 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 31.19 31.26 | 26.04 26.19 | 10.50 10.65 | 11.12 11.28 | 12.53 12.69 | 10.43 10.59 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.93% BUIEX - Institutional, 7/1/19, 0.78% | 28.05 28.13 | 25.80 25.97 | 12.11 12.27 | 12.67 12.84 | 13.91 14.08 | 10.21 10.37 |
MID CAP BUFMX - Investor, 12/17/01, 1.02% BUIMX - Institutional, 7/1/19, 0.87% | 17.89 18.00 | 20.93 21.11 | 8.05 8.22 | 9.51 9.67 | 9.49 9.65 | 8.43 8.59 |
SMALL CAP BUFSX - Investor, 4/14/98, 1.01% BUISX - Institutional, 7/1/19, 0.86% | 8.44 8.46 | 11.52 11.61 | 4.74 4.86 | 8.67 8.82 | 9.86 10.02 | 11.41 11.57 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.03% BUIIX - Institutional, 7/1/19, 0.88% | 16.01 16.06 | 23.40 23.57 | 10.25 10.41 | 7.71 7.87 | 8.31 8.47 | 5.59 5.75 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.93% BUIDX - Institutional, 7/1/19, 0.78% | 10.20 10.29 | 15.17 15.35 | 14.10 14.27 | 11.21 11.38 | 12.06 12.23 | 12.31 12.48 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 1.74 1.75 | 8.72 8.89 | 14.95 15.12 | 8.11 8.26 | 7.28 7.44 | 7.44 7.60 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.02% BUIHX - Institutional, 7/1/19, 0.87% | 4.51 4.58 | 9.14 9.20 | 5.76 5.91 | 4.57 4.71 | 4.43 4.58 | 6.59 6.74 |
As of 6/30/2023 | Average Annual Total Returns (%) | |||||
FUND Ticker, Inception Date, Expense Ratio | YTD | 1 YR | 3 YR | 5 YR | 10 YR | SINCE INCEPTION |
DOMESTIC EQUITY | ||||||
DISCOVERY BUFTX - Investor, 4/16/01, 1.00% BUITX - Institutional, 7/1/19, 0.86% | 15.34 15.44 | 19.47 19.67 | 6.63 6.79 | 7.61 7.78 | 11.23 11.39 | 8.99 9.16 |
Russell Midcap Growth Index | 15.94 | 23.13 | 7.63 | 9.71 | 11.53 | 9.03 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.46% BUIOX - Institutional, 7/1/19, 1.33% | 13.89 14.01 | 13.11 13.31 | 6.13 6.30 | 7.52 7.68 | 9.51 9.68 | 8.69 8.85 |
Russell 2000 Growth Index | 13.55 | 18.53 | 6.10 | 4.22 | 8.83 | 8.53 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 31.19 31.26 | 26.04 26.19 | 10.50 10.65 | 11.12 11.28 | 12.53 12.69 | 10.43 10.59 |
Russell 3000 Growth Index | 28.05 | 26.60 | 13.24 | 14.39 | 15.26 | 10.16 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.93% BUIEX - Institutional, 7/1/19, 0.78% | 28.05 28.13 | 25.80 25.97 | 12.11 12.27 | 12.67 12.84 | 13.91 14.08 | 10.21 10.37 |
Russell 1000 Growth Index | 29.02 | 27.11 | 13.73 | 15.14 | 15.74 | 10.35 |
MID CAP BUFMX - Investor, 12/17/01, 1.02% BUIMX - Institutional, 7/1/19, 0.87% | 17.89 18.00 | 20.93 21.11 | 8.05 8.22 | 9.51 9.67 | 9.49 9.65 | 8.43 8.59 |
Russell Midcap Growth Index | 15.94 | 23.13 | 7.63 | 9.71 | 11.53 | 9.24 |
SMALL CAP BUFSX - Investor, 4/14/98, 1.01% BUISX - Institutional, 7/1/19, 0.86% | 8.44 8.46 | 11.52 11.61 | 4.74 4.86 | 8.67 8.82 | 9.86 10.02 | 11.41 11.57 |
Russell 2000 Growth Index | 13.55 | 18.53 | 6.10 | 4.22 | 8.83 | 6.06 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.03% BUIIX - Institutional, 7/1/19, 0.88% | 16.01 16.06 | 23.40 23.57 | 10.25 10.41 | 7.71 7.87 | 8.31 8.47 | 5.59 5.75 |
FTSE All World Ex-US Index | 9.50 | 13.14 | 7.98 | 4.21 | 5.43 | 2.68 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.93% BUIDX - Institutional, 7/1/19, 0.78% | 10.20 10.29 | 15.17 15.35 | 14.10 14.27 | 11.21 11.38 | 12.06 12.23 | 12.31 12.48 |
Russell 1000 Index | 16.68 | 19.36 | 14.09 | 11.92 | 12.64 | 13.47 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 1.74 1.75 | 8.72 8.89 | 14.95 15.12 | 8.11 8.26 | 7.28 7.44 | 7.44 7.60 |
Russell 3000 Index | 16.17 | 18.95 | 13.89 | 11.39 | 12.34 | 10.14 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.02% BUIHX - Institutional, 7/1/19, 0.87% | 4.51 4.58 | 9.14 9.20 | 5.76 5.91 | 4.57 4.71 | 4.43 4.58 | 6.59 6.74 |
ICE BofA U.S. High Yield Index | 5.45 | 8.97 | 3.24 | 3.20 | 4.35 | 6.48 |
FUND | TICKER | INCEPTION | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 |
DISCOVERY | BUFTX | 4/16/2001 | -28.67% | 12.07% | 33.81% | 31.63% | -6.54% | 25.44% | 5.56% | 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 FOCUS | BUFDX | 12/3/2012 | -8.75% | 21.15% | 16.64% | 27.66% | -5.05% | 18.02% | 12.06% | 0.13% | 20.81% | 23.93% | |||||||||||||||||||
EARLY STAGE GROWTH | BUFOX | 5/21/2004 | -30.76% | 7.94% | 47.69% | 34.03% | -3.95% | 27.18% | 11.05% | -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 INCOME | BUFBX | 8/12/1994 | 4.01% | 30.21% | -2.24% | 18.76% | -7.00% | 13.21% | 9.90% | -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%* |
GROWTH | BUFGX | 5/19/1995 | -31.13% | 21.85% | 28.29% | 31.91% | 0.51% | 22.81% | 4.86% | 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 YIELD | BUFHX | 5/19/1995 | -5.53% | 5.69% | 9.27% | 12.32% | -2.26% | 5.98% | 6.65% | 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%* | |
INTERNATIONAL | BUFIX | 9/28/2007 | -21.79% | 18.42% | 19.10% | 28.02% | -8.85% | 29.33% | 3.19% | -0.45% | -2.04% | 19.29% | 19.01% | -13.82% | 13.73% | 46.45% | -40.82% | 0.70%* | |||||||||||||
LARGE CAP | BUFEX | 5/19/1995 | -28.61% | 26.27% | 28.08% | 31.77% | -1.63% | 24.86% | 6.90% | 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 CAP | BUFMX | 12/17/2001 | -27.80% | 14.73% | 34.18% | 37.98% | -7.30% | 13.66% | 5.93% | -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 CAP | BUFSX | 4/14/1998 | -30.01% | 4.97% | 66.36% | 40.97% | -5.78% | 27.07% | 6.22% | -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%* |
Investor Class Shares
FUND | TICKER | NAV | CNG ($) | CNG (%) | YTD (%) | |
DISCOVERY FUND | BUFTX | $20.88 | $-0.08 | -0.38% | 8.19% | |
DIVIDEND FOCUS FUND | BUFDX | $24.89 | $-0.14 | -0.56% | 8.03% | |
EARLY STAGE GROWTH FUND | BUFOX | $14.05 | $-0.01 | -0.07% | 0.07% | |
FLEXIBLE INCOME FUND | BUFBX | $18.48 | $-0.13 | -0.70% | 2.06% | |
GROWTH FUND | BUFGX | $28.22 | $-0.01 | -0.04% | 26.09% | |
HIGH YIELD FUND | BUFHX | $10.25 | $0.01 | 0.10% | 6.58% | |
INTERNATIONAL FUND | BUFIX | $19.15 | $0.02 | 0.10% | 6.45% | |
LARGE CAP FUND | BUFEX | $38.22 | $-0.05 | -0.13% | 23.65% | |
MID CAP FUND | BUFMX | $15.04 | $-0.05 | -0.33% | 11.16% | |
SMALL CAP FUND | BUFSX | $13.10 | $-0.05 | -0.38% | -2.17% |
Institutional Class Shares
Inception Date of all Institutional Class Shares is July 1, 2019.
FUND | TICKER | NAV | CNG ($) | CNG (%) | YTD (%) | |
DISCOVERY FUND | BUITX | $21.05 | $-0.08 | -0.38% | 8.34% | |
DIVIDEND FOCUS FUND | BUIDX | $24.90 | $-0.13 | -0.52% | 8.17% | |
EARLY STAGE GROWTH FUND | BUIOX | $14.16 | $0.00 | 0.00% | 0.21% | |
FLEXIBLE INCOME FUND | BUIBX | $18.47 | $-0.14 | -0.75% | 2.11% | |
GROWTH FUND | BIIGX | $28.38 | $-0.02 | -0.07% | 26.19% | |
HIGH YIELD FUND | BUIHX | $10.24 | $0.01 | 0.10% | 6.70% | |
INTERNATIONAL FUND | BUIIX | $19.18 | $0.02 | 0.10% | 6.56% | |
LARGE CAP FUND | BUIEX | $38.45 | $-0.05 | -0.13% | 23.75% | |
MID CAP FUND | BUIMX | $15.14 | $-0.06 | -0.39% | 11.24% | |
SMALL CAP FUND | BUISX | $13.19 | $-0.05 | -0.38% | -2.08% |
For performance prior to 7/1/19 (Inception Date of Institutional Class), performance of the Investor Class shares is used and includes expenses not applicable and lower than those of Investor Class shares. 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 & Rankings
FUND NAME | TICKER | OVERALL | 3 YR | 5 YR | 10 YR | CATEGORY |
---|---|---|---|---|---|---|
DISCOVERY | BUFTX | ![]() ![]() ![]() | ![]() ![]() ![]() 55% of 521 funds | ![]() ![]() ![]() 68% of 490 funds | ![]() ![]() ![]() 50% of 384 funds | Mid-Cap Growth |
EARLY STAGE GROWTH | BUFOX | ![]() ![]() | ![]() ![]() 70% of 562 funds | ![]() ![]() ![]() 42% of 526 funds | ![]() ![]() 74% of 393 funds | Small Growth |
GROWTH | BUFGX | ![]() ![]() ![]() | ![]() ![]() ![]() 43% of 1122 funds | ![]() ![]() ![]() 55% of 1035 funds | ![]() ![]() ![]() 66% of 803 funds | Large Growth |
LARGE CAP | BUFEX | ![]() ![]() ![]() ![]() | ![]() ![]() ![]() ![]() 34% of 1122 funds | ![]() ![]() ![]() ![]() 39% of 1035 funds | ![]() ![]() ![]() ![]() 33% of 803 funds | Large Growth |
MID CAP | BUFMX | ![]() ![]() ![]() | ![]() ![]() ![]() 41% of 521 funds | ![]() ![]() ![]() ![]() 29% of 490 funds | ![]() ![]() ![]() 74% of 384 funds | Mid-Cap Growth |
SMALL CAP | BUFSX | ![]() ![]() ![]() | ![]() ![]() 72% of 562 funds | ![]() ![]() ![]() 28% of 526 funds | ![]() ![]() ![]() 50% of 393 funds | Small Growth |
INTERNATIONAL | BUFIX | ![]() ![]() ![]() ![]() ![]() | ![]() ![]() ![]() ![]() ![]() 3% of 410 funds | ![]() ![]() ![]() ![]() 12% of 354 funds | ![]() ![]() ![]() ![]() ![]() 9% of 245 funds | Foreign Large Growth |
DIVIDEND FOCUS | BUFDX | ![]() ![]() ![]() ![]() | ![]() ![]() ![]() ![]() 24% of 1277 funds | ![]() ![]() ![]() ![]() 48% of 1178 funds | ![]() ![]() ![]() ![]() 40% of 874 funds | Large Blend |
FLEXIBLE INCOME | BUFBX | ![]() ![]() ![]() | ![]() ![]() ![]() ![]() 22% of 1141 funds | ![]() ![]() ![]() ![]() 36% of 1084 funds | ![]() ![]() 90% of 820 funds | Large Value |
HIGH YIELD | BUFHX | ![]() ![]() ![]() ![]() ![]() | ![]() ![]() ![]() ![]() ![]() 8% of 628 funds | ![]() ![]() ![]() ![]() ![]() 4% of 585 funds | ![]() ![]() ![]() ![]() ![]() 15% of 419 funds | High Yield Bond |
FUND NAME | TICKER | SUSTAINABILITY RATING | SUSTAINABILITY RANKING | CARBON METRIC RATING |
---|---|---|---|---|
DISCOVERY | BUFTX | ![]() | 21 out of 1,599 US Equity Mid Cap funds, based on 100% of AUM | ![]() Mid Cap Growth category, based on 98% of AUM |
DIVIDEND FOCUS | BUFDX | ![]() | 23 out of 3,511 US Equity Large Cap Blend funds, based on 96% of AUM | |
EARLY STAGE GROWTH | BUFOX | ![]() | 26 out of 1,674 US Equity Small Cap funds, based on 92% of AUM | ![]() Small Cap Growth category, based on 90% of AUM |
FLEXIBLE INCOME | BUFBX | ![]() | 24 out of 1,542 US Equity Large Cap Value funds, based on 98% of AUM | |
GROWTH | BUFGX | ![]() | 19 out of 1,562 US Equity Large Cap Growth funds, based on 99% of AUM | ![]() Large Growth category, based on 99% of AUM |
HIGH YIELD | BUFHX | — | — | |
INTERNATIONAL | BUFIX | ![]() | 19 out of 7,907 Global Equity Large Cap funds, based on 97% of AUM | ![]() Foreign Large Growth category, based on 97% of AUM |
LARGE CAP | BUFEX | ![]() | 20 out of 1,562 US Equity Large Cap funds, based on 98% of AUM | ![]() Large Growth category, based on 98% of AUM |
MID CAP | BUFMX | ![]() | 21 out of 1,599 US Equity Mid Cap funds, based on 99% of AUM | ![]() Mid Cap Growth category, based on 98% of AUM |
SMALL CAP | BUFSX | ![]() | 26 out of 1,674 US Equity Small Cap funds, based on 97% of AUM | ![]() Small Cap Growth category, based on 90% of AUM |
Morningstar Rating™
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 Morningstar Rating does not include any adjustment for sales loads. 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.
©2022 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.
Morningstar Sustainability Rating™
The Morningstar Sustainability Rating™ is intended to measure how well the issuing companies of the securities within a fund’s portfolio holdings are managing their financially material environmental, social and governance, or ESG, risks relative to the fund’s Morningstar Global Category peers. The Morningstar Sustainability Rating calculation is a five -step process. First, each fund with at least 67% of assets covered by a company-level ESG Risk Score from Sustainalytics receives a Morningstar Portfolio Sustainability Score. The Morningstar Portfolio Sustainability Score is an asset weighted average of company-level ESG Risk Scores. The Portfolio Sustainability Score ranges between 0 to 100, with a higher score indicating that a fund has, on average, more of its assets invested in companies with high ESG Risk. Second, the Historical Sustainability Score is an exponential weighted moving average of the Portfolio Sustainability Scores over the past 12 months. The process rescales the current Portfolio Sustainability Score to reflect the consistency of the scores. The Historical Sustainability Score ranges between 0 to 100, with a higher score indicating that a fund has, on average, more of its assets invested in companies with high ESG Risk, on a consistent historical basis. Third, the Morningstar Sustainability Rating is then assigned to all scored funds within Morningstar Global Categories in which at least thirty (30) funds receive a Historical Sustainability Score and is determined by each fund’s Morningstar Sustainability Rating Score rank within the following distribution: High (highest 10%), Above Average (next 22.5%), Average (next 35%), Below Average (next 22.5%), and Low (lowest 10%). Fourth, Morningstar applies a 1% rating buffer from the previous month to increase rating stability. This means a fund must move 1% beyond the rating breakpoint to change ratings. Fifth, they adjust downward positive Sustainability Ratings to funds with high ESG Risk scores. The logic is as follows: If Portfolio Sustainability score is above 40, then the fund receives a Low Sustainability Rating. If Portfolio Sustainability score is above 35 and preliminary rating is Average or better, then the fund is downgraded to Below Average. If the Portfolio Sustainability score is above 30 and preliminary rating is Above Average, then the fund is downgraded to Average. If the Portfolio Sustainability score is below 30, then no adjustment is made. The Morningstar Sustainability Rating is depicted by globe icons where High equals 5 globes and Low equals 1 globe. Since a Sustainability Rating is assigned to all funds that meet the above criteria, the rating it is not limited to funds with explicit sustainable or responsible investment mandates. Morningstar updates its Sustainability Ratings monthly. The Portfolio Sustainability Score is calculated when Morningstar receives a new portfolio. Then, the Historical Sustainability Score and the Sustainability Rating is calculated one month and six business days after the reported as-of date of the most recent portfolio. As part of the evaluation process, Morningstar uses Sustainalytics’ ESG scores from the same month as the portfolio as-of date. Please click on http://corporate1.morningstar.com/SustainableInvesting/ for more detailed information about the Morningstar Sustainability Rating methodology and calculation frequency. Sustainalytics is an independent ESG and corporate governance research, ratings, and analysis firm. Morningstar, Inc. holds a non-controlling ownership interest in Sustainalytics.
Morningstar Low Carbon Designation™
The Morningstar® Low Carbon Designation™ is intended to allow investors to easily identify low-carbon funds across the global universe. The designation is an indicator that the companies held in a portfolio are in general alignment with the transition to a low-carbon economy. The designation is given to portfolios that have low carbon-risk scores and low levels of exposure to fossil fuels. To determine carbon-risk scores and fossil fuel involvement, Morningstar uses Sustainalytics' company-level data. The Morningstar® Portfolio Carbon Risk Score™ measures the risk that companies in a portfolio face from the transition to a low-carbon economy. The Morningstar® Portfolio Fossil Fuel Involvement™ percentage assesses the degree to which a portfolio is exposed to thermal coal extraction and power generation as well as oil and gas production, power generation, and products & services. To receive a Morningstar Portfolio Carbon Risk Score, at least 67% of portfolio assets must have a carbon-risk rating from Sustainalytics. The percentage of assets covered is rescaled to 100% before calculating the score. To receive the designation, a portfolio must meet two criteria: 1) a 12-month trailing average Morningstar Portfolio Carbon Risk Score below 10 and 2) a 12-month trailing average exposure to fossil fuels less than 7% of assets, which is approximately a 33% underweighting to the global equity universe. Funds receive the Low Carbon designation based on the most recent quarterly calculations of their 12- month trailing average Morningstar Portfolio Carbon Risk Scores and Morningstar Portfolio Fossil Fuel Involvement. Funds holding the Low Carbon designation that no longer meet the criteria will not receive the designation for the subsequent quarter. All Morningstar Portfolio Carbon Metrics, including the Morningstar Portfolio Carbon Risk Score, Morningstar Portfolio Fossil Fuel Involvement, and the Morningstar Low Carbon Designation, are calculated quarterly. Please visit http://corporate1.morningstar.com/SustainableInvesting/ for more detail information about the Morningstar Low Carbon Designation and its calculation. Sustainalytics is an independent ESG and corporate governance research, ratings, and analysis firm. Morningstar, Inc. holds a non-controlling ownership interest in Sustainalytics.
Literature & Forms
Fund | Symbol Inv / Inst | Fact Sheet | Quarterly Commentary | Full Holdings |
---|---|---|---|---|
DISCOVERY | BUFTX / BUITX | |||
DIVIDEND FOCUS | BUFDX / BUIDX | |||
EARLY STAGE GROWTH | BUFOX / BUIOX | |||
FLEXIBLE INCOME | BUFBX / BUIBX | |||
GROWTH | BUFGX / BIIGX | |||
HIGH YIELD | BUFHX / BUIHX | |||
INTERNATIONAL | BUFIX / BUIIX | |||
LARGE CAP | BUFEX / BUIEX | |||
MID CAP | BUFMX / BUIMX | |||
SMALL CAP | BUFSX / BUISX |
Prospectus
Annual Report
Semi-Annual Report
Statement of Additional Information
Schedules of Investments (6/30/23)
Schedules of Investments (12/31/22)
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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