Advertisement
Skip to Content
Morningstar

Buffalo Dividend Focus BUFDX

Morningstar Analyst Rating
Quantitative rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 24.64  /  0.77 %
  • Total Assets 121.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.930%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.91%
  • Turnover 4%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis BUFDX

Will BUFDX outperform in 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 BUFDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BUFDX 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 BUFDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

A strong management team and sound investment process underpin Buffalo Dividend Focus's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor