Buffalo Blue Chip Growth (BUFEX)

Fund Assets	164.45M
Expense Ratio	0.89%
Min. Investment	$2,500
Turnover	53.00%
Dividend (ttm)	1.97
Dividend Yield	3.22%
Dividend Growth	14,645.22%
Payout Frequency	Annual
Ex-Dividend Date	Dec 5, 2024

Previous Close	61.35
YTD Return	14.65%
1-Year Return	22.25%
5-Year Return	103.23%
52-Week Low	44.37
52-Week High	61.89
Beta (5Y)	1.00
Holdings	82
Inception Date	May 19, 1995

About BUFEX

The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of large capitalization ("large-cap") companies. The fund 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.

• Fund Family: Buffalo
• Category: Large Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: BUFEX
• Share Class: Investor Class
• Index: Russell 1000 Growth TR

Performance

BUFEX had a total return of 22.25% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.99%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FLGEX	Fidelity	Fidelity Large Cap Growth Enhanced Index Fund	0.39%
FBCGX	Fidelity	Fidelity Blue Chip Growth K6	0.46%
FHOFX	Fidelity	Fidelity Series Large Cp Grwth Idx	n/a
LGILX	Schwab	Schwab Select Large Cap Growth Fund	0.75%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.69%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
BUIEX	Institutional Class	0.79%

Top 10 Holdings

59.27% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	11.93%
Microsoft Corporation	MSFT	10.62%
Apple Inc.	AAPL	7.31%
Amazon.com, Inc.	AMZN	7.24%
Alphabet Inc.	GOOGL	5.16%
Fidelity Government Portfolio	FIGXX	4.87%
Meta Platforms, Inc.	META	4.73%
Broadcom Inc.	AVGO	3.08%
Netflix, Inc.	NFLX	2.46%
Mastercard Incorporated	MA	1.86%

Dividend History

Ex-Dividend	Amount	Pay Date
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
Dec 18, 2019	$0.49733	Dec 18, 2019
Dec 18, 2018	$1.61693	Dec 18, 2018