5 / 5 Stars
5 5 4 4 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#2 in Moderate Allocation
U.S. News evaluated 279 Moderate Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 14.15 percent over the past year, 11.97 percent over the past three years, 6.63 percent over the past five years, and 9.77 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||9.0%|
|3 Years (Annualized)||12.0%|
|5 Years (Annualized)||6.6%|
|10 Years (Annualized)||9.8%|
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. It is anticipated that the dollar-weighted average maturity of debt securities that the fund purchases will not exceed 15 years. With respect to its investments in equity securities, it may invest in companies in any sector and of any size of market capitalization. The fund may invest up to 20% of its net assets in sponsored or unsponsored American Depositary Receipts ("ADRs") and securities of foreign companies that are traded on U.S. stock exchanges.
Fees are Above Average compared to funds in the same category.
Buffalo Flexible Income Fund has an expense ratio of 1.01 percent.
Risk is Average compared to funds in the same category according to Morningstar.