Buffalo Blue Chip Growth Fund (BUFEX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
52.16
-0.11 (-0.21%)
Sep 18, 2024, 6:45 PM EDT
31.95% (1Y)
| Fund Assets | 146.66M |
| Expense Ratio | 0.89% |
| Min. Investment | $2,500 |
| Turnover | 36.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | -98.59% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 19, 2023 |
| Previous Close | 52.27 |
| YTD Return | 20.49% |
| 1-Year Return | 32.07% |
| 5-Year Return | 107.80% |
| 52-Week Low | 37.24 |
| 52-Week High | 54.65 |
| Beta (5Y) | 1.03 |
| 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
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 32.07% in the past year. Since the fund's inception, the average annual return has been 10.61%, including dividends.
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
57.62% of assets| Name | Symbol | Weight |
|---|---|---|
| Microsoft Corporation | MSFT | 11.33% |
| NVIDIA Corporation | NVDA | 9.16% |
| Apple Inc. | AAPL | 8.39% |
| Alphabet Inc. | GOOGL | 6.48% |
| Fidelity Government Portfolio | FIGXX | 6.41% |
| Amazon.com, Inc. | AMZN | 6.16% |
| Meta Platforms, Inc. | META | 3.19% |
| Eli Lilly and Company | LLY | 2.51% |
| Visa Inc. | V | 2.03% |
| Broadcom Inc. | AVGO | 1.96% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| 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 |
| Dec 19, 2017 | $1.54637 | Dec 19, 2017 |