Buffalo Early Stage Growth Fd (BUFOX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
17.27
-0.23 (-1.31%)
Sep 12, 2025, 4:00 PM EDT
-1.31%
Fund Assets71.07M
Expense Ratio1.45%
Min. Investment$2,500
Turnover18.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close17.50
YTD Return4.16%
1-Year Return8.28%
5-Year Return23.02%
52-Week Low13.38
52-Week High17.75
Beta (5Y)1.01
Holdings65
Inception DateMay 25, 2004

About BUFOX

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights, of companies that, at the time of purchase by the fund, the advisor defines as early stage growth companies. In addition to the fund's investments in domestic securities, it may also invest up to 20% of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. stock exchanges.

Fund Family Buffalo
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol BUFOX
Share Class Investor Class
Index Russell 2000 Growth TR

Performance

BUFOX had a total return of 8.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.11%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FECGXFidelityFidelity Small Cap Growth Index0.05%
FCIGXFidelityFidelity Advisor Small Cap Growth I1.07%
FCPGXFidelityFidelity Small Cap Growth1.05%
FCTGXFidelityFidelity Advisor Small Cap Growth M1.58%
FCCGXFidelityFidelity Small Cap Growth Fund2.08%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
BUIOXInstitutional Class1.35%

Top 10 Holdings

24.67% of assets
NameSymbolWeight
Willdan Group, Inc.WLDN2.81%
HealthStream, Inc.HSTM2.80%
Bowman Consulting Group Ltd.BWMN2.70%
Applied Optoelectronics, Inc.AAOI2.48%
OneSpaWorld Holdings LimitedOSW2.46%
WisdomTree, Inc.WT2.38%
SunOpta Inc.STKL2.35%
Transcat, Inc.TRNS2.30%
Shift4 Payments, Inc.FOUR2.24%
American Superconductor CorporationAMSC2.16%
View More Holdings