Buffalo Small Cap Growth Fund (BUFSX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
13.12
+0.28 (2.18%)
Apr 25, 2025, 8:09 AM EDT
-5.13% (1Y)
| Fund Assets | 506.00M |
| Expense Ratio | 0.97% |
| Min. Investment | $2,500 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 12.84 |
| YTD Return | -11.83% |
| 1-Year Return | -5.13% |
| 5-Year Return | 31.36% |
| 52-Week Low | 11.80 |
| 52-Week High | 16.03 |
| Beta (5Y) | 1.13 |
| Holdings | 75 |
| Inception Date | Apr 14, 1998 |
About BUFSX
The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of small capitalization (small-cap) companies. The adviser defines small-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Russell 2000® Growth Index.
Fund Family Buffalo Funds
Category Small Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BUFSX
Share Class Investor Class
Index Russell 2000 Growth TR
Performance
BUFSX had a total return of -5.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.17%.
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 |
|---|---|---|
| BUISX | Institutional Class | 0.87% |
Top 10 Holdings
25.65% of assets| Name | Symbol | Weight |
|---|---|---|
| Shift4 Payments, Inc. | FOUR | 3.21% |
| Summit Materials, Inc. | SUM | 3.10% |
| Vertex, Inc. | VERX | 2.83% |
| Chart Industries, Inc. | GTLS | 2.48% |
| Ligand Pharmaceuticals Incorporated | LGND | 2.44% |
| Hamilton Lane Incorporated | HLNE | 2.42% |
| Fidelity Government Portfolio | FIGXX | 2.39% |
| Palomar Holdings, Inc. | PLMR | 2.31% |
| Champion Homes, Inc. | SKY | 2.30% |
| John Bean Technologies Corp | JBT | 2.17% |