Buffalo Blue Chip Growth Fund (BUFEX)

Fund Assets	187.70M
Expense Ratio	0.871%
Min. Investment	$2,500
Turnover	52.00%
Dividend (ttm)	0.11
Dividend Yield	0.17%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 18, 2025

Previous Close	63.95
YTD Return	8.72%
1-Year Return	5.65%
5-Year Return	66.98%
52-Week Low	52.49
52-Week High	66.96
Beta (5Y)	1.04
Holdings	92
Inception Date	May 19, 1995

About BUFEX

Buffalo Blue Chip Growth Fund is a mutual fund focused on achieving long-term capital growth by investing primarily in equity securities of large-cap companies. The fund maintains a strategy of allocating at least 80% of its net assets to common stocks, preferred stocks, and convertible securities issued by established leaders in their respective industries. It emphasizes investments in companies with significant market capitalizations, targeting firms exhibiting strong management, robust free cash flow, scalable business models, competitive advantages, and a history of high and rising profit margins. Recognizing global growth opportunities, the fund may also allocate up to 20% of its assets to American Depositary Receipts (ADRs) and foreign securities traded on U.S. exchanges. With a diversified portfolio typically holding around 60–80 positions, Buffalo Blue Chip Growth Fund seeks to capture returns from broad secular growth trends while maintaining a disciplined approach to risk management. The fund’s focus on blue chip stocks positions it as a core holding for investors seeking exposure to leading growth-oriented companies across key economic sectors.

• Fund Family: Buffalo
• Category: Unclassified
• Performance Rating: Average
• Risk Rating: Below Average
• Stock Exchange: Nasdaq
• Ticker Symbol: BUFEX
• Share Class: Investor Class
• Index: Russell 1000 Growth TR

Performance

BUFEX had a total return of 5.65% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.92%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.46%
FBGKX	Fidelity	Fidelity Blue Chip Growth K	0.66%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.71%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
FSPGX	Fidelity	Fidelity Large Cap Growth Index Fund	0.03%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
BUIEX	Institutional Class	0.78%

Top 10 Holdings

56.93% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	12.87%
Alphabet Inc.	GOOGL	8.46%
Apple Inc.	AAPL	8.41%
Microsoft Corporation	MSFT	6.36%
First American Government Obligs X	FGXXX	4.65%
Amazon.com, Inc.	AMZN	4.64%
Broadcom Inc.	AVGO	4.08%
Meta Platforms, Inc.	META	2.86%
Eli Lilly and Company	LLY	2.75%
Micron Technology, Inc.	MU	1.86%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 18, 2025	$0.10774	Dec 18, 2025
Dec 5, 2025	$3.85987	Dec 5, 2025
Dec 5, 2024	$1.97291	Dec 5, 2024
Dec 19, 2023	$0.01338	Dec 19, 2023
Dec 5, 2022	$0.94763	Dec 5, 2022
Dec 18, 2020	$0.06364	Dec 18, 2020

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 31, 2026

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