Buffalo Early Stage Growth Fund (BUFOX)

Fund Assets	69.32M
Expense Ratio	1.48%
Min. Investment	$2,500
Turnover	48.00%
Dividend (ttm)	0.83
Dividend Yield	4.46%
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 5, 2025

Previous Close	18.66
YTD Return	14.46%
1-Year Return	12.15%
5-Year Return	-6.85%
52-Week Low	14.97
52-Week High	19.64
Beta (5Y)	1.05
Holdings	73
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.

• 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 12.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.36%.

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 I	0.92%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.88%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.42%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.92%

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

22.38% of assets

Name	Symbol	Weight
OneSpaWorld Holdings Limited	OSW	2.73%
WisdomTree, Inc.	WT	2.58%
Guardian Pharmacy Services, Inc.	GRDN	2.56%
LeMaitre Vascular, Inc.	LMAT	2.25%
Cardinal Infrastructure Group Inc.	CDNL	2.19%
Transcat, Inc.	TRNS	2.17%
Patrick Industries, Inc.	PATK	2.03%
Champion Homes, Inc.	SKY	2.00%
TAT Technologies Ltd.	TATT	1.95%
American Superconductor Corporation	AMSC	1.92%

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

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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