5 / 5 Stars
5 5 5 4 2
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#10 in Moderate Allocation
U.S. News evaluated 233 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 13.38 percent over the past year, 11.62 percent over the past three years, 14.46 percent over the past five years, and 8.27 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.3%|
|3 Years (Annualized)||11.6%|
|5 Years (Annualized)||14.5%|
|10 Years (Annualized)||8.3%|
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, the fund may invest in companies in any sector and of any size of market capitalization. It may invest up to 20% of its net assets in sponsored or unsponsored 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 Below Average compared to funds in the same category according to Morningstar.