Buffalo Early Stage Growth Fund (BUFOX)
| Fund Assets | 67.65M |
| Expense Ratio | 1.45% |
| Min. Investment | $2,500 |
| Turnover | 18.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 16.23 |
| YTD Return | -1.99% |
| 1-Year Return | 4.70% |
| 5-Year Return | 11.01% |
| 52-Week Low | 13.38 |
| 52-Week High | 17.75 |
| Beta (5Y) | 1.00 |
| Holdings | 57 |
| 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.
Performance
BUFOX had a total return of 4.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.84%.
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
32.10% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Government Portfolio | FIGXX | 6.52% |
| HealthStream, Inc. | HSTM | 3.57% |
| Willdan Group, Inc. | WLDN | 3.05% |
| Compass Diversified | CODI | 2.96% |
| Champion Homes, Inc. | SKY | 2.83% |
| Option Care Health, Inc. | OPCH | 2.82% |
| Halozyme Therapeutics, Inc. | HALO | 2.76% |
| Hamilton Lane Incorporated | HLNE | 2.57% |
| Federal Signal Corporation | FSS | 2.56% |
| Bowman Consulting Group Ltd. | BWMN | 2.47% |