Buffalo Early Stage Growth Fund (BUFOX)
| Fund Assets | 67.85M |
| 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 | 16.44 |
| YTD Return | -2.22% |
| 1-Year Return | 10.72% |
| 5-Year Return | -21.84% |
| 52-Week Low | 13.38 |
| 52-Week High | 17.93 |
| Beta (5Y) | 1.03 |
| Holdings | 67 |
| Inception Date | May 21, 2004 |
About BUFOX
The Buffalo Early Stage Growth Fund is an actively managed mutual fund focused on achieving long-term capital appreciation. Its primary strategy is to invest at least 80% of its net assets in equity securities—including common stocks, preferred stocks, convertible securities, warrants, and rights—of companies defined as early stage growth companies. These firms typically have market capitalizations below the weighted average of the Russell 2000 Growth Index and are at the forefront of developing or newly introducing products or services. The fund employs both top-down and bottom-up research processes, leveraging proprietary analysis to identify promising opportunities among small and emerging businesses across a broad range of sectors such as industrials, financial services, consumer discretionary, and healthcare. While its core holdings are domestic, the fund may allocate up to 20% of its assets to foreign securities through ADRs or U.S.-listed equities. Managed by Buffalo Funds since 2004, the fund is recognized for its disciplined approach and aims to capitalize on secular growth trends while maintaining a diversified portfolio within the small growth category.
Performance
BUFOX had a total return of 10.72% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.76%.
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 Fund | 0.05% |
| FCIGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class I | 1.07% |
| FCPGX | Fidelity | Fidelity Small Cap Growth Fund | 1.05% |
| FCTGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class M | 1.58% |
| FCCGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class C | 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
23.59% of assets| Name | Symbol | Weight |
|---|---|---|
| TAT Technologies Ltd. | TATT | 2.68% |
| Applied Optoelectronics, Inc. | AAOI | 2.61% |
| Willdan Group, Inc. | WLDN | 2.59% |
| Cadre Holdings, Inc. | CDRE | 2.39% |
| WisdomTree, Inc. | WT | 2.36% |
| OneSpaWorld Holdings Limited | OSW | 2.34% |
| Champion Homes, Inc. | SKY | 2.29% |
| Impinj, Inc. | PI | 2.22% |
| Guardian Pharmacy Services, Inc. | GRDN | 2.07% |
| Harrow, Inc. | HROW | 2.05% |
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 |