The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Eli Lilly & Co (NASDAQ:LLY), Exxon Mobil Corp (NASDAQ:XOM), Chevron Corp (NASDAQ:CVX), Costco Wholesale Corp (NASDAQ:COST), PepsiCo (NASDAQ:PEP), ConocoPhillips (NASDAQ:COP), Hess Corp (NASDAQ:HES), APA Corp (NASDAQ:APA).
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 and U.S. over-the-counter markets.
The average market capitalization across the Buffalo Flexible Income MF is 342.84B. The market cap for tickers in the group ranges from 11.15B to 2.84T. MSFT holds the highest valuation in this group at 2.84T. The lowest valued company is APA at 11.15B.
The average weekly volume growth across all stocks in the Buffalo Flexible Income MF was -34%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 17%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 58
P/E Growth Rating: 26
Price Growth Rating: 39
SMR Rating: 45
Profit Risk Rating: 35
Seasonality Score: -1 (-100 ... +100)