Our Funds
Performance & Pricing
As of 6/30/24 | 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% | 0.38 0.41 | 8.18 8.29 | -2.77 -2.63 | 6.66 6.81 | 8.94 9.10 | 8.96 9.12 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.50% BUIOX - Institutional, 7/1/19, 1.35% | 1.49 1.48 | -2.13 -2.11 | -10.37 -10.27 | 5.70 5.83 | 7.22 7.37 | 8.12 8.28 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 15.45 15.51 | 25.53 25.66 | 7.19 7.32 | 13.65 13.80 | 12.40 12.56 | 10.91 11.08 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.80% | 21.25 21.36 | 32.94 33.10 | 10.20 10.35 | 16.50 16.66 | 14.83 15.00 | 10.92 11.08 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 7/1/19, 0.88% | -1.78 -1.71 | 5.79 5.94 | -2.24 -2.10 | 8.30 8.46 | 7.76 7.91 | 8.31 8.47 |
SMALL CAP BUFSX - Investor, 4/14/98, 0.99% BUISX - Institutional, 7/1/19, 0.87% | -0.71 -0.63 | -3.44 -3.29 | -12.64 -12.53 | 6.80 6.95 | 7.90 8.05 | 10.80 10.96 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.04% BUIIX - Institutional, 7/1/19, 0.89% | 2.74 2.83 | 4.79 4.97 | 0.29 0.44 | 7.59 7.76 | 7.06 7.22 | 5.54 5.70 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.95% BUIDX - Institutional, 7/1/19, 0.80% | 9.78 9.89 | 19.60 19.77 | 8.82 8.99 | 13.42 13.59 | 11.36 11.53 | 12.92 13.09 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 10.55 10.64 | 16.74 16.92 | 10.92 11.09 | 10.68 10.83 | 7.60 7.75 | 7.74 7.90 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.87% | 4.32 4.40 | 11.48 11.65 | 3.65 3.81 | 5.74 5.88 | 4.76 4.91 | 6.75 6.91 |
As of 6/30/24 | 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% | 0.38 0.41 | 8.18 8.29 | -2.77 -2.63 | 6.66 6.81 | 8.94 9.10 | 8.96 9.12 |
Russell Midcap Growth Index | 5.98 | 15.05 | -0.08 | 9.93 | 10.51 | 9.29 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.50% BUIOX - Institutional, 7/1/19, 1.35% | 1.49 1.48 | -2.13 -2.11 | -10.37 -10.27 | 5.70 5.83 | 7.22 7.37 | 8.12 8.28 |
Russell 2000 Growth Index | 4.44 | 9.14 | -4.86 | 6.17 | 7.39 | 8.56 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 15.45 15.51 | 25.53 25.66 | 7.19 7.32 | 13.65 13.80 | 12.40 12.56 | 10.91 11.08 |
Russell 3000 Growth Index | 13.56 | 23.13 | 8.05 | 14.14 | 12.15 | 10.36 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.80% | 21.25 21.36 | 32.94 33.10 | 10.20 10.35 | 16.50 16.66 | 14.83 15.00 | 10.92 11.08 |
Russell 1000 Growth Index | 20.70 | 33.48 | 11.28 | 19.34 | 16.33 | 11.08 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 7/1/19, 0.88% | -1.78 -1.71 | 5.79 5.94 | -2.24 -2.10 | 8.30 8.46 | 7.76 7.91 | 8.31 8.47 |
Russell Midcap Growth Index | 5.98 | 15.05 | -0.08 | 9.93 | 10.51 | 9.49 |
SMALL CAP BUFSX - Investor, 4/14/98, 0.99% BUISX - Institutional, 7/1/19, 0.87% | -0.71 -0.63 | -3.44 -3.29 | -12.64 -12.53 | 6.80 6.95 | 7.90 8.05 | 10.80 10.96 |
Russell 2000 Growth Index | 4.44 | 9.14 | -4.86 | 6.17 | 7.39 | 6.17 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.04% BUIIX - Institutional, 7/1/19, 0.89% | 2.74 2.83 | 4.79 4.97 | 0.29 0.44 | 7.59 7.76 | 7.06 7.22 | 5.54 5.70 |
FTSE All World Ex-US Index | 5.73 | 12.20 | 1.08 | 6.29 | 4.52 | 3.22 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.95% BUIDX - Institutional, 7/1/19, 0.80% | 9.78 9.89 | 19.60 19.77 | 8.82 8.99 | 13.42 13.59 | 11.36 11.53 | 12.92 13.09 |
Russell 1000 Index | 14.24 | 23.88 | 8.74 | 14.61 | 12.51 | 14.33 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 10.55 10.64 | 16.74 16.92 | 10.92 11.09 | 10.68 10.83 | 7.60 7.75 | 7.74 7.90 |
Russell 3000 Index | 13.56 | 23.13 | 8.05 | 14.14 | 12.15 | 10.56 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.87% | 4.32 4.40 | 11.48 11.65 | 3.65 3.81 | 5.74 5.88 | 4.76 4.91 | 6.75 6.91 |
ICE BofA U.S. High Yield Index | 2.65 | 10.52 | 1.70 | 3.76 | 4.23 | 6.62 |
As of 6/30/24 | 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% | 0.38 0.41 | 8.18 8.29 | -2.77 -2.63 | 6.66 6.81 | 8.94 9.10 | 8.96 9.12 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.50% BUIOX - Institutional, 7/1/19, 1.35% | 1.49 1.48 | -2.13 -2.11 | -10.37 -10.27 | 5.70 5.83 | 7.22 7.37 | 8.12 8.28 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 15.45 15.51 | 25.53 25.66 | 7.19 7.32 | 13.65 13.80 | 12.40 12.56 | 10.91 11.08 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.80% | 21.25 21.36 | 32.94 33.10 | 10.20 10.35 | 16.50 16.66 | 14.83 15.00 | 10.92 11.08 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 7/1/19, 0.88% | -1.78 -1.71 | 5.79 5.94 | -2.24 -2.10 | 8.30 8.46 | 7.76 7.91 | 8.31 8.47 |
SMALL CAP BUFSX - Investor, 4/14/98, 0.99% BUISX - Institutional, 7/1/19, 0.87% | -0.71 -0.63 | -3.44 -3.29 | -12.64 -12.53 | 6.80 6.95 | 7.90 8.05 | 10.80 10.96 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.04% BUIIX - Institutional, 7/1/19, 0.89% | 2.74 2.83 | 4.79 4.97 | 0.29 0.44 | 7.59 7.76 | 7.06 7.22 | 5.54 5.70 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.95% BUIDX - Institutional, 7/1/19, 0.80% | 9.78 9.89 | 19.60 19.77 | 8.82 8.99 | 13.42 13.59 | 11.36 11.53 | 12.92 13.09 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 10.55 10.64 | 16.74 16.92 | 10.92 11.09 | 10.68 10.83 | 7.60 7.75 | 7.74 7.90 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.87% | 4.32 4.40 | 11.48 11.65 | 3.65 3.81 | 5.74 5.88 | 4.76 4.91 | 6.75 6.91 |
As of 6/30/24 | 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% | 0.38 0.41 | 8.18 8.29 | -2.77 -2.63 | 6.66 6.81 | 8.94 9.10 | 8.96 9.12 |
Russell Midcap Growth Index | 5.98 | 15.05 | -0.08 | 9.93 | 10.51 | 9.29 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.50% BUIOX - Institutional, 7/1/19, 1.35% | 1.49 1.48 | -2.13 -2.11 | -10.37 -10.27 | 5.70 5.83 | 7.22 7.37 | 8.12 8.28 |
Russell 2000 Growth Index | 4.44 | 9.14 | -4.86 | 6.17 | 7.39 | 8.56 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 15.45 15.51 | 25.53 25.66 | 7.19 7.32 | 13.65 13.80 | 12.40 12.56 | 10.91 11.08 |
Russell 3000 Growth Index | 13.56 | 23.13 | 8.05 | 14.14 | 12.15 | 10.36 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.80% | 21.25 21.36 | 32.94 33.10 | 10.20 10.35 | 16.50 16.66 | 14.83 15.00 | 10.92 11.08 |
Russell 1000 Growth Index | 20.70 | 33.48 | 11.28 | 19.34 | 16.33 | 11.08 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 7/1/19, 0.88% | -1.78 -1.71 | 5.79 5.94 | -2.24 -2.10 | 8.30 8.46 | 7.76 7.91 | 8.31 8.47 |
Russell Midcap Growth Index | 5.98 | 15.05 | -0.08 | 9.93 | 10.51 | 9.49 |
SMALL CAP BUFSX - Investor, 4/14/98, 0.99% BUISX - Institutional, 7/1/19, 0.87% | -0.71 -0.63 | -3.44 -3.29 | -12.64 -12.53 | 6.80 6.95 | 7.90 8.05 | 10.80 10.96 |
Russell 2000 Growth Index | 4.44 | 9.14 | -4.86 | 6.17 | 7.39 | 6.17 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.04% BUIIX - Institutional, 7/1/19, 0.89% | 2.74 2.83 | 4.79 4.97 | 0.29 0.44 | 7.59 7.76 | 7.06 7.22 | 5.54 5.70 |
FTSE All World Ex-US Index | 5.73 | 12.20 | 1.08 | 6.29 | 4.52 | 3.22 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.95% BUIDX - Institutional, 7/1/19, 0.80% | 9.78 9.89 | 19.60 19.77 | 8.82 8.99 | 13.42 13.59 | 11.36 11.53 | 12.92 13.09 |
Russell 1000 Index | 14.24 | 23.88 | 8.74 | 14.61 | 12.51 | 14.33 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 10.55 10.64 | 16.74 16.92 | 10.92 11.09 | 10.68 10.83 | 7.60 7.75 | 7.74 7.90 |
Russell 3000 Index | 13.56 | 23.13 | 8.05 | 14.14 | 12.15 | 10.56 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.87% | 4.32 4.40 | 11.48 11.65 | 3.65 3.81 | 5.74 5.88 | 4.76 4.91 | 6.75 6.91 |
ICE BofA U.S. High Yield Index | 2.65 | 10.52 | 1.70 | 3.76 | 4.23 | 6.62 |
FUND | TICKER | INCEPTION | 2023 | 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 | 24.30% | -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 | 20.06% | -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 | 9.83% | -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 | 7.43% | 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 | 42.64% | -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 | 11.68% | -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 | 18.33% | -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 | 40.39% | -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 | 26.97% | -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 | 5.45% | -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 | $24.45 | $0.28 | 1.16% | 1.92% | |
DIVIDEND FOCUS FUND | BUFDX | $30.34 | $0.37 | 1.23% | 11.99% | |
EARLY STAGE GROWTH FUND | BUFOX | $16.84 | $0.34 | 2.06% | 9.21% | |
FLEXIBLE INCOME FUND | BUFBX | $21.02 | $0.15 | 0.72% | 11.29% | |
GROWTH FUND | BUFGX | $34.22 | $0.44 | 1.30% | 13.42% | |
HIGH YIELD FUND | BUFHX | $10.71 | $0.02 | 0.19% | 5.68% | |
INTERNATIONAL FUND | BUFIX | $22.05 | $0.35 | 1.61% | 4.21% | |
LARGE CAP FUND | BUFEX | $51.00 | $0.43 | 0.85% | 17.57% | |
MID CAP FUND | BUFMX | $16.75 | $0.31 | 1.89% | 2.95% | |
SMALL CAP FUND | BUFSX | $14.92 | $0.31 | 2.12% | 5.67% |
Institutional Class Shares
Inception Date of all Institutional Class Shares is July 1, 2019.
FUND | TICKER | NAV | CNG ($) | CNG (%) | YTD (%) | |
DISCOVERY FUND | BUITX | $24.67 | $0.29 | 1.19% | 1.98% | |
DIVIDEND FOCUS FUND | BUIDX | $30.35 | $0.37 | 1.23% | 12.10% | |
EARLY STAGE GROWTH FUND | BUIOX | $16.97 | $0.33 | 1.98% | 9.20% | |
FLEXIBLE INCOME FUND | BUIBX | $21.01 | $0.15 | 0.72% | 11.40% | |
GROWTH FUND | BIIGX | $34.46 | $0.44 | 1.29% | 13.50% | |
HIGH YIELD FUND | BUIHX | $10.70 | $0.02 | 0.19% | 5.77% | |
INTERNATIONAL FUND | BUIIX | $22.08 | $0.35 | 1.61% | 4.30% | |
LARGE CAP FUND | BUIEX | $51.34 | $0.44 | 0.86% | 17.67% | |
MID CAP FUND | BUIMX | $16.89 | $0.32 | 1.93% | 2.99% | |
SMALL CAP FUND | BUISX | $15.03 | $0.31 | 2.11% | 5.70% |
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 | 63% of 510 funds | 78% of 473 funds | 63% of 380 funds | Mid-Cap Growth | |
EARLY STAGE GROWTH | BUFOX | 87% of 550 funds | 75% of 519 funds | 78% of 399 funds | Small Growth | |
GROWTH | BUFGX | 52% of 1092 funds | 72% of 1019 funds | 70% of 794 funds | Large Growth | |
LARGE CAP | BUFEX | 18% of 1092 funds | 35% of 1019 funds | 26% of 794 funds | Large Growth | |
MID CAP | BUFMX | 67% of 510 funds | 57% of 473 funds | 83% of 380 funds | Mid-Cap Growth | |
SMALL CAP | BUFSX | 93% of 550 funds | 55% of 519 funds | 60% of 399 funds | Small Growth | |
INTERNATIONAL | BUFIX | 33% of 383 funds | 31% of 331 funds | 16% of 221 funds | Foreign Large Growth | |
DIVIDEND FOCUS | BUFDX | 44% of 1302 funds | 59% of 1192 funds | 55% of 888 funds | Large Blend | |
FLEXIBLE INCOME | BUFBX | 3% of 1099 funds | 34% of 1035 funds | 76% of 809 funds | Large Value | |
HIGH YIELD | BUFHX | 4% of 594 funds | 4% of 563 funds | 7% of 427 funds | High Yield Bond |
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.
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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 (12/31/23)
Buffalo Prospectus Supplement (4/22/24)
Buffalo Prospectus Supplement (5/08/24)
Buffalo Prospectus Supplement (5/30/24)
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