Buffalo Blue Chip Growth Fund (BUFEX)

Fund Assets	182.78M
Expense Ratio	0.91%
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	64.13
YTD Return	9.03%
1-Year Return	14.10%
5-Year Return	70.82%
52-Week Low	52.49
52-Week High	65.62
Beta (5Y)	1.04
Holdings	88
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: Large Growth
• 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 14.10% 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
FBCGX	Fidelity	Fidelity Blue Chip Growth K6 Fund	0.45%
FHOFX	Fidelity	Fidelity Series Large Cap Growth Index Fund	n/a
LGILX	Schwab	Schwab Large Cap Growth Opportunities Fund	0.74%
FBGRX	Fidelity	Fidelity Blue Chip Growth Fund	0.61%
FBGKX	Fidelity	Fidelity Blue Chip Growth Fund - Class K	0.54%

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

57.86% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	12.66%
Apple Inc.	AAPL	9.05%
Microsoft Corporation	MSFT	7.94%
Alphabet Inc.	GOOGL	6.34%
Fidelity Inv MM Government I	FIGXX	5.37%
Amazon.com, Inc.	AMZN	5.16%
Broadcom Inc.	AVGO	4.03%
Meta Platforms, Inc.	META	3.23%
Eli Lilly and Company	LLY	2.44%
Mastercard Incorporated	MA	1.64%

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:

Aug 27, 2026

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