fundvisualizer.com

Buffalo International InstitutionalBUIIX

Performance (before sales charge)

As of 02/28/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 12/31/2022
Stock
4.86%
Non-U.S. Stock
89.13%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
6.00%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 12/31/2022

Basic materials

10.06%

Consumer cyclical

7.16%

Financial services

10.09%

Real estate

0.00%

Consumer defensive

7.98%

Health care

18.42%

Utilities

0.00%

Communication services

1.35%

Energy

1.34%

Industrials

19.19%

Technology

18.40%

Top 10 holdings

As of 12/31/2022

Fidelity® Inv MM Fds Government I
5.82%
Linde PLC
2.88%
Schneider Electric SE
2.36%
Merck KGaA
2.32%
Ashtead Group PLC
2.28%
Aon PLC Class A
2.27%
Siemens AG
2.04%
Novo Nordisk A/S ADR
1.95%
Thales
1.93%
Hexagon AB Class B
1.92%
Fund assets

$584.07 Million

Share class

Inst

Morningstar category

Foreign Large Growth

Expense ratio

0.88%

Investment objective

Foreign Stock

Documents