About BUIBX
The Buffalo Flexible Allocation Fund Institutional Class is an open-end mutual fund designed to provide investors with high current income as its primary objective, while also seeking long-term capital appreciation. This fund employs a flexible strategy, investing in both equity and debt securities. Its asset allocation is actively managed and can range from full equity to full debt exposure, allowing the portfolio to adjust dynamically to market conditions in pursuit of its stated objectives.
The fund is notable for its multi-asset approach, typically categorized within the Large Value segment, and features a concentrated portfolio—recent figures indicate approximately 44 to 50 holdings, with a large portion of assets allocated to its top positions. Key sectors represented include technology, healthcare, consumer staples, energy, and financials, with significant holdings in companies such as Microsoft, Eli Lilly, and Chevron.
With a minimum investment of $250,000 and a relatively low turnover rate, the fund targets institutional investors seeking diversified, income-oriented exposure with an active allocation across equity and fixed income markets. The fund distributes dividends monthly and has a track record of maintaining a competitive yield relative to peers.
Fund Family Buffalo
Category Large Value
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol BUIBX
Share Class Institutional Class
Index Russell 3000 TR
BUIBX had a total return of 16.70% in the past year, including dividends.
Since the fund's inception, the average annual return has been 11.06%.
