Our Funds
Performance & Pricing
As of 3/31/24 | 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% | 6.29 6.32 | 19.72 19.85 | 0.89 1.03 | 9.22 9.38 | 10.07 10.24 | 9.33 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.50% BUIOX - Institutional, 7/1/19, 1.35% | 4.80 4.83 | 7.38 7.45 | -7.24 -7.10 | 7.79 7.94 | 7.19 7.34 | 8.41 8.57 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 9.88 9.95 | 36.01 36.16 | 9.22 9.37 | 14.03 14.19 | 12.20 12.36 | 10.82 10.99 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.80% | 12.56 12.61 | 39.04 39.19 | 11.28 11.43 | 15.85 16.02 | 14.35 14.52 | 10.73 10.90 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 7/1/19, 0.88% | 6.02 6.04 | 23.74 23.85 | 2.12 2.27 | 11.40 11.56 | 8.98 9.13 | 8.78 8.94 |
SMALL CAP BUFSX - Investor, 4/14/98, 0.99% BUISX - Institutional, 7/1/19, 0.87% | 4.32 4.36 | 3.88 4.07 | -8.76 -8.63 | 9.22 9.37 | 8.34 8.49 | 11.12 11.29 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.04% BUIIX - Institutional, 7/1/19, 0.89% | 5.43 5.48 | 10.89 11.08 | 4.10 4.24 | 9.59 9.76 | 7.64 7.80 | 5.79 5.95 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.95% BUIDX - Institutional, 7/1/19, 0.80% | 9.92 9.96 | 27.31 27.47 | 11.41 11.56 | 14.36 14.53 | 12.27 12.43 | 13.24 13.41 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 10.05 10.15 | 19.37 19.61 | 13.58 13.74 | 10.66 10.83 | 7.99 8.15 | 7.79 7.95 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.87% | 2.72 2.76 | 12.07 12.24 | 3.98 4.13 | 5.92 6.06 | 4.76 4.90 | 6.75 6.91 |
As of 3/31/24 | 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% | 6.29 6.32 | 19.72 19.85 | 0.89 1.03 | 9.22 9.38 | 10.07 10.24 | 9.33 |
Russell Midcap Growth Index | 9.50 | 26.28 | 4.62 | 11.82 | 11.35 | 9.55 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.50% BUIOX - Institutional, 7/1/19, 1.35% | 4.80 4.83 | 7.38 7.45 | -7.24 -7.10 | 7.79 7.94 | 7.19 7.34 | 8.41 8.57 |
Russell 2000 Growth Index | 7.58 | 20.35 | -2.68 | 7.38 | 7.89 | 8.84 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 9.88 9.95 | 36.01 36.16 | 9.22 9.37 | 14.03 14.19 | 12.20 12.36 | 10.82 10.99 |
Russell 3000 Growth Index | 11.23 | 37.95 | 11.54 | 17.82 | 15.43 | 10.66 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.80% | 12.56 12.61 | 39.04 39.19 | 11.28 11.43 | 15.85 16.02 | 14.35 14.52 | 10.73 10.90 |
Russell 1000 Growth Index | 11.41 | 39.00 | 12.50 | 18.52 | 15.98 | 10.87 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 7/1/19, 0.88% | 6.02 6.04 | 23.74 23.85 | 2.12 2.27 | 11.40 11.56 | 8.98 9.13 | 8.78 8.94 |
Russell Midcap Growth Index | 9.50 | 26.28 | 4.62 | 11.82 | 11.35 | 9.77 |
SMALL CAP BUFSX - Investor, 4/14/98, 0.99% BUISX - Institutional, 7/1/19, 0.87% | 4.32 4.36 | 3.88 4.07 | -8.76 -8.63 | 9.22 9.37 | 8.34 8.49 | 11.12 11.29 |
Russell 2000 Growth Index | 7.58 | 20.35 | -2.68 | 7.38 | 7.89 | 6.36 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.04% BUIIX - Institutional, 7/1/19, 0.89% | 5.43 5.48 | 10.89 11.08 | 4.10 4.24 | 9.59 9.76 | 7.64 7.80 | 5.79 5.95 |
FTSE All World Ex-US Index | 4.54 | 13.99 | 2.55 | 6.70 | 4.95 | 3.20 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.95% BUIDX - Institutional, 7/1/19, 0.80% | 9.92 9.96 | 27.31 27.47 | 11.41 11.56 | 14.36 14.53 | 12.27 12.43 | 13.24 13.41 |
Russell 1000 Index | 10.30 | 29.87 | 10.45 | 14.76 | 12.68 | 14.31 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 10.05 10.15 | 19.37 19.61 | 13.58 13.74 | 10.66 10.83 | 7.99 8.15 | 7.79 7.95 |
Russell 3000 Index | 10.02 | 29.29 | 9.78 | 14.34 | 12.33 | 10.53 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.87% | 2.72 2.76 | 12.07 12.24 | 3.98 4.13 | 5.92 6.06 | 4.76 4.90 | 6.75 6.91 |
ICE BofA U.S. High Yield Index | 1.52 | 11.12 | 2.25 | 4.06 | 4.38 | 6.63 |
As of 3/31/24 | 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% | 6.29 6.32 | 19.72 19.85 | 0.89 1.03 | 9.22 9.38 | 10.07 10.24 | 9.33 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.50% BUIOX - Institutional, 7/1/19, 1.35% | 4.80 4.83 | 7.38 7.45 | -7.24 -7.10 | 7.79 7.94 | 7.19 7.34 | 8.41 8.57 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 9.88 9.95 | 36.01 36.16 | 9.22 9.37 | 14.03 14.19 | 12.20 12.36 | 10.82 10.99 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.80% | 12.56 12.61 | 39.04 39.19 | 11.28 11.43 | 15.85 16.02 | 14.35 14.52 | 10.73 10.90 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 7/1/19, 0.88% | 6.02 6.04 | 23.74 23.85 | 2.12 2.27 | 11.40 11.56 | 8.98 9.13 | 8.78 8.94 |
SMALL CAP BUFSX - Investor, 4/14/98, 0.99% BUISX - Institutional, 7/1/19, 0.87% | 4.32 4.36 | 3.88 4.07 | -8.76 -8.63 | 9.22 9.37 | 8.34 8.49 | 11.12 11.29 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.04% BUIIX - Institutional, 7/1/19, 0.89% | 5.43 5.48 | 10.89 11.08 | 4.10 4.24 | 9.59 9.76 | 7.64 7.80 | 5.79 5.95 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.95% BUIDX - Institutional, 7/1/19, 0.80% | 9.92 9.96 | 27.31 27.47 | 11.41 11.56 | 14.36 14.53 | 12.27 12.43 | 13.24 13.41 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 10.05 10.15 | 19.37 19.61 | 13.58 13.74 | 10.66 10.83 | 7.99 8.15 | 7.79 7.95 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.87% | 2.72 2.76 | 12.07 12.24 | 3.98 4.13 | 5.92 6.06 | 4.76 4.90 | 6.75 6.91 |
As of 3/31/24 | 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% | 6.29 6.32 | 19.72 19.85 | 0.89 1.03 | 9.22 9.38 | 10.07 10.24 | 9.33 |
Russell Midcap Growth Index | 9.50 | 26.28 | 4.62 | 11.82 | 11.35 | 9.55 |
EARLY STAGE GROWTH BUFOX - Investor, 5/21/04, 1.50% BUIOX - Institutional, 7/1/19, 1.35% | 4.80 4.83 | 7.38 7.45 | -7.24 -7.10 | 7.79 7.94 | 7.19 7.34 | 8.41 8.57 |
Russell 2000 Growth Index | 7.58 | 20.35 | -2.68 | 7.38 | 7.89 | 8.84 |
GROWTH BUFGX - Investor, 5/19/95, 0.92% BIIGX - Institutional, 7/1/19, 0.77% | 9.88 9.95 | 36.01 36.16 | 9.22 9.37 | 14.03 14.19 | 12.20 12.36 | 10.82 10.99 |
Russell 3000 Growth Index | 11.23 | 37.95 | 11.54 | 17.82 | 15.43 | 10.66 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.80% | 12.56 12.61 | 39.04 39.19 | 11.28 11.43 | 15.85 16.02 | 14.35 14.52 | 10.73 10.90 |
Russell 1000 Growth Index | 11.41 | 39.00 | 12.50 | 18.52 | 15.98 | 10.87 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 7/1/19, 0.88% | 6.02 6.04 | 23.74 23.85 | 2.12 2.27 | 11.40 11.56 | 8.98 9.13 | 8.78 8.94 |
Russell Midcap Growth Index | 9.50 | 26.28 | 4.62 | 11.82 | 11.35 | 9.77 |
SMALL CAP BUFSX - Investor, 4/14/98, 0.99% BUISX - Institutional, 7/1/19, 0.87% | 4.32 4.36 | 3.88 4.07 | -8.76 -8.63 | 9.22 9.37 | 8.34 8.49 | 11.12 11.29 |
Russell 2000 Growth Index | 7.58 | 20.35 | -2.68 | 7.38 | 7.89 | 6.36 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.04% BUIIX - Institutional, 7/1/19, 0.89% | 5.43 5.48 | 10.89 11.08 | 4.10 4.24 | 9.59 9.76 | 7.64 7.80 | 5.79 5.95 |
FTSE All World Ex-US Index | 4.54 | 13.99 | 2.55 | 6.70 | 4.95 | 3.20 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.95% BUIDX - Institutional, 7/1/19, 0.80% | 9.92 9.96 | 27.31 27.47 | 11.41 11.56 | 14.36 14.53 | 12.27 12.43 | 13.24 13.41 |
Russell 1000 Index | 10.30 | 29.87 | 10.45 | 14.76 | 12.68 | 14.31 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.01% BUIBX - Institutional, 7/1/19, 0.86% | 10.05 10.15 | 19.37 19.61 | 13.58 13.74 | 10.66 10.83 | 7.99 8.15 | 7.79 7.95 |
Russell 3000 Index | 10.02 | 29.29 | 9.78 | 14.34 | 12.33 | 10.53 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.87% | 2.72 2.76 | 12.07 12.24 | 3.98 4.13 | 5.92 6.06 | 4.76 4.90 | 6.75 6.91 |
ICE BofA U.S. High Yield Index | 1.52 | 11.12 | 2.25 | 4.06 | 4.38 | 6.63 |
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 | $23.91 | $0.14 | 0.59% | -0.33% | |
DIVIDEND FOCUS FUND | BUFDX | $29.24 | $0.16 | 0.55% | 6.99% | |
EARLY STAGE GROWTH FUND | BUFOX | $15.32 | $0.10 | 0.66% | -0.65% | |
FLEXIBLE INCOME FUND | BUFBX | $20.48 | $0.02 | 0.10% | 8.03% | |
GROWTH FUND | BUFGX | $32.12 | $0.67 | 2.13% | 6.46% | |
HIGH YIELD FUND | BUFHX | $10.59 | $0.01 | 0.09% | 2.58% | |
INTERNATIONAL FUND | BUFIX | $21.41 | $0.10 | 0.47% | 1.18% | |
LARGE CAP FUND | BUFEX | $47.85 | $0.81 | 1.72% | 10.30% | |
MID CAP FUND | BUFMX | $15.91 | $-0.02 | -0.13% | -2.21% | |
SMALL CAP FUND | BUFSX | $13.84 | $0.08 | 0.58% | -1.98% |
Institutional Class Shares
Inception Date of all Institutional Class Shares is July 1, 2019.
FUND | TICKER | NAV | CNG ($) | CNG (%) | YTD (%) | |
DISCOVERY FUND | BUITX | $24.12 | $0.15 | 0.63% | -0.29% | |
DIVIDEND FOCUS FUND | BUIDX | $29.25 | $0.16 | 0.55% | 7.07% | |
EARLY STAGE GROWTH FUND | BUIOX | $15.44 | $0.10 | 0.65% | -0.64% | |
FLEXIBLE INCOME FUND | BUIBX | $20.47 | $0.01 | 0.05% | 8.09% | |
GROWTH FUND | BIIGX | $32.34 | $0.67 | 2.12% | 6.52% | |
HIGH YIELD FUND | BUIHX | $10.58 | $0.01 | 0.09% | 2.63% | |
INTERNATIONAL FUND | BUIIX | $21.44 | $0.11 | 0.52% | 1.28% | |
LARGE CAP FUND | BUIEX | $48.16 | $0.83 | 1.75% | 10.38% | |
MID CAP FUND | BUIMX | $16.04 | $-0.02 | -0.12% | -2.20% | |
SMALL CAP FUND | BUISX | $13.94 | $0.08 | 0.58% | -1.97% |
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 520 funds | 77% of 489 funds | 58% of 393 funds | Mid-Cap Growth | |
EARLY STAGE GROWTH | BUFOX | 85% of 552 funds | 66% of 520 funds | 87% of 400 funds | Small Growth | |
GROWTH | BUFGX | 49% of 1111 funds | 66% of 1037 funds | 71% of 807 funds | Large Growth | |
LARGE CAP | BUFEX | 22% of 1111 funds | 38% of 1037 funds | 31% of 807 funds | Large Growth | |
MID CAP | BUFMX | 53% of 520 funds | 42% of 489 funds | 75% of 393 funds | Mid-Cap Growth | |
SMALL CAP | BUFSX | 90% of 552 funds | 42% of 520 funds | 60% of 400 funds | Small Growth | |
INTERNATIONAL | BUFIX | 18% of 383 funds | 17% of 327 funds | 13% of 223 funds | Foreign Large Growth | |
DIVIDEND FOCUS | BUFDX | 25% of 1293 funds | 43% of 1179 funds | 36% of 888 funds | Large Blend | |
FLEXIBLE INCOME | BUFBX | 2% of 1118 funds | 56% of 1058 funds | 82% of 816 funds | Large Value | |
HIGH YIELD | BUFHX | 6% of 606 funds | 3% of 575 funds | 8% of 432 funds | High Yield Bond |
FUND NAME | TICKER | SUSTAINABILITY RATING | SUSTAINABILITY RANKING | CARBON METRIC RATING |
---|---|---|---|---|
DISCOVERY | BUFTX | 20 out of 1,609 US Equity Mid Cap funds, based on 100% of AUM | Mid Cap Growth category, based on 98% of AUM |
|
DIVIDEND FOCUS | BUFDX | 24 out of 3,577 US Equity Large Cap Blend funds, based on 97% of AUM | ||
EARLY STAGE GROWTH | BUFOX | 26 out of 1,687 US Equity Small Cap funds, based on 94% of AUM | ||
FLEXIBLE INCOME | BUFBX | 24 out of 1,587 US Equity Large Cap Value funds, based on 98% of AUM | ||
GROWTH | BUFGX | 19 out of 1,580 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 8,124 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 1,580 US Equity Large Cap funds, based on 99% of AUM | Large Growth category, based on 99% of AUM |
|
MID CAP | BUFMX | 21 out of 1,609 US Equity Mid Cap funds, based on 99% of AUM | Mid Cap Growth category, based on 99% of AUM |
|
SMALL CAP | BUFSX | 26 out of 1,687 US Equity Small Cap funds, based on 100% of AUM | Small Cap Growth category, based on 87% 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.
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)
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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