Buffalo Blue Chip Growth Fund (BUFEX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
53.53
-0.13 (-0.24%)
Jan 14, 2025, 8:00 PM EST
21.96%
Fund Assets 155.77M
Expense Ratio 0.89%
Min. Investment $2,500
Turnover n/a
Dividend (ttm) 1.97
Dividend Yield 3.68%
Dividend Growth 14,645.22%
Payout Frequency Annual
Ex-Dividend Date Dec 5, 2024
Previous Close 53.66
YTD Return -0.83%
1-Year Return 26.31%
5-Year Return 101.32%
52-Week Low 43.66
52-Week High 57.49
Beta (5Y) 0.98
Holdings 77
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 Funds
Category Large Growth
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol BUFEX
Index Russell 1000 Growth TR

Performance

BUFEX had a total return of 26.31% in the past year. Since the fund's inception, the average annual return has been 10.70%, including dividends.

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

55.33% of assets
Name Symbol Weight
Apple Inc. AAPL 10.31%
Microsoft Corporation MSFT 9.78%
NVIDIA Corporation NVDA 9.11%
Alphabet Inc. GOOGL 5.72%
Amazon.com, Inc. AMZN 5.44%
Fidelity Investments Money Market Funds Government Portfolio FIGXX 4.98%
Meta Platforms, Inc. META 3.62%
Broadcom Inc. AVGO 2.45%
Eli Lilly and Company LLY 2.04%
Visa Inc. V 1.87%
View More Holdings

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
Full Dividend History