Buffalo Blue Chip Growth Fund (BUFEX)
| Fund Assets | 166.45M |
| Expense Ratio | 0.89% |
| Min. Investment | $2,500 |
| Turnover | 53.00% |
| Dividend (ttm) | 3.86 |
| Dividend Yield | 6.71% |
| Dividend Growth | 101.10% |
| Payout Frequency | Semi-Annual |
| Ex-Dividend Date | Dec 18, 2025 |
| Previous Close | 54.80 |
| YTD Return | -6.83% |
| 1-Year Return | 17.35% |
| 5-Year Return | 68.44% |
| 52-Week Low | 44.37 |
| 52-Week High | 64.94 |
| Beta (5Y) | 1.03 |
| Holdings | 87 |
| 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.
Performance
BUFEX had a total return of 17.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.58%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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
59.52% of assets| Name | Symbol | Weight |
|---|---|---|
| NVIDIA Corporation | NVDA | 11.98% |
| Microsoft Corporation | MSFT | 10.05% |
| Apple Inc. | AAPL | 9.87% |
| Alphabet Inc. | GOOGL | 6.42% |
| Amazon.com, Inc. | AMZN | 5.22% |
| Fidelity Government Portfolio | FIGXX | 4.45% |
| Broadcom Inc. | AVGO | 4.08% |
| Meta Platforms, Inc. | META | 3.60% |
| Eli Lilly and Company | LLY | 2.12% |
| Mastercard Incorporated | MA | 1.74% |
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 |