Buffalo Early Stage Growth Fund (BUFOX)

Fund Assets	69.78M
Expense Ratio	1.45%
Min. Investment	$2,500
Turnover	18.00%
Dividend (ttm)	0.83
Dividend Yield	5.22%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 5, 2025

Previous Close	15.89
YTD Return	0.74%
1-Year Return	-4.33%
5-Year Return	-3.32%
52-Week Low	12.72
52-Week High	17.05
Beta (5Y)	1.02
Holdings	69
Inception Date	May 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
• Performance Rating: Below Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: BUFOX
• Share Class: Investor Class
• Index: Russell 2000 Growth TR

Performance

BUFOX had a total return of -4.33% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.85%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	1.07%
FCPGX	Fidelity	Fidelity Small Cap Growth	1.05%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.58%
FCCGX	Fidelity	Fidelity Small Cap Growth Fund	2.08%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
BUIOX	Institutional Class	1.35%

Top 10 Holdings

25.30% of assets

Name	Symbol	Weight
Bowman Consulting Group Ltd.	BWMN	3.04%
American Superconductor Corporation	AMSC	2.89%
Willdan Group, Inc.	WLDN	2.63%
WisdomTree, Inc.	WT	2.57%
HealthStream, Inc.	HSTM	2.55%
TAT Technologies Ltd.	TATT	2.52%
Impinj, Inc.	PI	2.33%
OneSpaWorld Holdings Limited	OSW	2.28%
i3 Verticals, Inc.	IIIV	2.24%
Applied Optoelectronics, Inc.	AAOI	2.24%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 5, 2025	$0.82911	Dec 5, 2025
Dec 5, 2022	$0.16895	Dec 5, 2022
Dec 3, 2021	$3.24775	Dec 3, 2021
Dec 18, 2020	$2.48296	Dec 18, 2020
Dec 18, 2019	$0.79828	Dec 18, 2019
Dec 18, 2018	$1.89797	Dec 18, 2018