Morningstar

Buffalo High Yield Fund BUFHX

Morningstar Medalist Rating
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Medalist Rating as of See Buffalo Investment Hub
  • NAV / 1-Day Return $10.09  /  +0.10 %
  • Fund Size $625.7M
  • Adjusted Expense Ratio 1.020%
  • Net Expense Ratio 1.010%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category High Yield Bond
  • Fixed-Income Style Box (Funds) Low/Limited
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 7.06%
  • Average Effective Duration 1.85 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis BUFHX

Will BUFHX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BUFHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BUFHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BUFHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Buffalo High-Yield holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BUFHX

More BUFHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

First American Government Obligs X

3.67 23M
Cash and Equivalents

Amneal Pharmaceuticals 1/26

2.36 15M
Corporate

Grupo Aeromexico S. A. B. De C. V. 8.63%

2.26 14M
Corporate

Harrow Inc 8.63%

2.23 14M
Corporate

Ardonagh Group Finance Ltd. 8.88%

1.84 12M
Corporate

Saturn Oil & Gas Inc 9.63%

1.65 11M
Corporate

Endo Finance Holdings T/L B (Endo Pharmaceuticals)

1.55 10M
Corporate

Verde Purchaser Llc

1.47 9M
Corporate

Provident Funding Associates LP / PFG Finance Corp 9.75%

1.32 8M
Corporate

Nexus Buyer (Promontory Interfinancial/IntraFi Network) T/L B (1/25)

1.31 8M
Corporate

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