BUFBX – Buffalo Flexible Allocation Investment Strategy | Morningstar

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Strategy

The investment seeks to generate high current income and, as a secondary objective, the long-term growth of capital. The fund invests in both debt and equity securities. The allocation of assets invested in each type of security is designed to primarily achieve high current income, with a secondary objective of long-term capital appreciation. The fund retains the right to invest up to 100% of its net assets in equity securities or up to 100% of its net assets in debt securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BUFBX	Buffalo Flexible Allocation Fund	No Load	Open			Aug 12, 1994	$277.75M	1.000%	Above Average	$2,500	−$27.08M
BUIBX	Buffalo Flexible Allocation Fund Institutional Class	Institutional	Open			Jul 1, 2019	$212.12M	0.860%	High	$250,000	−$9.56M

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