BUFBX — Buffalo Flexible Allocation Fund
Data updated: 2026-06-08
BUFBX — Buffalo Flexible Allocation Fund data: holdings, portfolio allocation, expenses, performance, cashflows, risk and SEC filings. United States Large Cap Blend / Core Equity · $464.19M AUM · 1.00% expense ratio · 13.2% 1-yr return. From SEC regulatory filings.
BUFBX Fund Overview
BUFBX — Buffalo Flexible Allocation Fund is a US mutual fund managed by Buffalo Funds, categorised as United States Large Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Buffalo Funds
- Category: United States Large Cap Blend / Core Equity
- Assets under management: $464.19M
- 1-year return: 13.2%
- Ticker: BUFBX
- SEC CIK: 0001135300
- SEC series ID: S000022450
- Share class ID: C000064611
BUFBX Holdings
Top 10 holdings of Buffalo Flexible Allocation Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Chevron Corp | 9.58% |
| Microsoft Corp | 7.18% |
| Exxon Mobil Corp | 5.67% |
| Eli Lilly & Co | 5.15% |
| Costco Wholesale Corp | 4.29% |
| ConocoPhillips | 4.27% |
| Kinder Morgan Inc | 4.05% |
| IBM | 3.66% |
| Johnson & Johnson | 3.58% |
| Allstate Corp/The | 3.57% |
BUFBX Portfolio Allocation
Asset-class allocation of Buffalo Flexible Allocation Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 99.8% |
| Cash & Equivalents | 0.2% |
BUFBX Performance
Total returns for BUFBX (as of 2026-08-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 7.6% |
| 1 year | 13.2% |
| 3 years (annualised) | 12.4% |
| 5 years (annualised) | 11.8% |
BUFBX Risk Information
Risk metrics for BUFBX, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 8.5%
BUFBX Costs and Fees
BUFBX costs about $100 per $10,000 invested per year in fund expenses.
- Net expense ratio: 1.00%
- Gross expense ratio: 1.00%
- Portfolio turnover: 0%
- Brokerage commissions: 0.65 bps of average net assets (SEC N-CEN)
BUFBX Cashflows
Over the 12 months to 2026-03, Buffalo Flexible Allocation Fund had net outflows of $20.51M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-03 | −$3.26M |
| 2026-02 | −$4.17M |
| 2026-01 | −$2.91M |
| 2025-12 | $22.41M |
| 2025-11 | −$3.95M |
| 2025-10 | −$4.05M |
BUFBX Debt Constituents
No individual debt constituents are reported in Buffalo Flexible Allocation Fund's latest SEC N-PORT filing.
BUFBX Prospectus and SEC Filings
Official Buffalo Flexible Allocation Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
Related Funds
Other United States Large Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.