Buffalo Blue Chip Growth Fund (BUFEX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
51.06
-0.11 (-0.21%)
May 12, 2025, 8:05 AM EDT
4.18% (1Y)
| Fund Assets | 139.43M |
| Expense Ratio | 0.89% |
| Min. Investment | $2,500 |
| Turnover | n/a |
| Dividend (ttm) | 1.97 |
| Dividend Yield | 3.86% |
| Dividend Growth | 14,645.22% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 5, 2024 |
| Previous Close | 51.17 |
| YTD Return | -5.41% |
| 1-Year Return | 7.90% |
| 5-Year Return | 101.14% |
| 52-Week Low | 44.37 |
| 52-Week High | 57.49 |
| Beta (5Y) | 1.01 |
| Holdings | 80 |
| 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
Stock Exchange NASDAQ
Ticker Symbol BUFEX
Share Class Investor Class
Index Russell 1000 Growth TR
Performance
BUFEX had a total return of 7.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.41%.
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 Fund | 0.46% |
| FHOFX | Fidelity | Fidelity Series Large Cap Growth Index Fund | n/a |
| FBGRX | Fidelity | Fidelity Blue Chip Growth Fund | 0.69% |
| FBGKX | Fidelity | Fidelity Blue Chip Growth Fund - Class K | 0.59% |
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
58.50% of assets| Name | Symbol | Weight |
|---|---|---|
| Apple Inc. | AAPL | 10.46% |
| NVIDIA Corporation | NVDA | 9.72% |
| Microsoft Corporation | MSFT | 9.26% |
| Amazon.com, Inc. | AMZN | 6.62% |
| Alphabet Inc. | GOOGL | 6.16% |
| Fidelity Government Portfolio | FIGXX | 5.00% |
| Meta Platforms, Inc. | META | 4.34% |
| Broadcom Inc. | AVGO | 2.91% |
| Visa Inc. | V | 2.06% |
| Eli Lilly and Company | LLY | 1.96% |
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 |