Buffalo Small Cap Growth Fund (BUFSX)
| Fund Assets | 466.68M |
| Expense Ratio | 0.89% |
| Min. Investment | $2,500 |
| Turnover | 37.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 17.24 |
| YTD Return | 15.68% |
| 1-Year Return | 17.82% |
| 5-Year Return | -15.37% |
| 52-Week Low | 13.74 |
| 52-Week High | 17.95 |
| Beta (5Y) | 1.08 |
| Holdings | 82 |
| Inception Date | Apr 14, 1998 |
About BUFSX
The Buffalo Small Cap Growth Fund – Investor Class is a mutual fund that primarily targets long-term capital appreciation by investing at least 80% of its net assets in equity securities of small-cap growth companies. This includes common stocks, preferred stocks, convertible securities, warrants, and rights, focusing on firms that demonstrate strong growth potential within the small-cap segment of the market. The fund employs a blend of top-down and bottom-up research processes to identify investment opportunities, leveraging both broad secular growth trends and in-depth company analysis. Its portfolio construction is guided by a proprietary investment philosophy, aiming for diversification and balanced risk across sectors such as industrials, healthcare, technology, and financial services. Managed with a long-term perspective, the fund seeks to capitalize on early-stage growth companies that are often at the forefront of innovation and economic expansion, making it a prominent choice for investors looking to gain exposure to the dynamic U.S. small-cap growth sector.
Performance
BUFSX had a total return of 17.82% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.77%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
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
26.33% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Government Portfolio | FIGXX | 3.80% |
| Silicon Laboratories Inc. | SLAB | 3.34% |
| WisdomTree, Inc. | WT | 3.15% |
| Ligand Pharmaceuticals Incorporated | LGND | 3.10% |
| JBT Marel Corporation | JBTM | 2.48% |
| MYR Group Inc. | MYRG | 2.32% |
| ESCO Technologies Inc. | ESE | 2.23% |
| Option Care Health, Inc. | OPCH | 2.01% |
| Palomar Holdings, Inc. | PLMR | 1.96% |
| Advanced Drainage Systems, Inc. | WMS | 1.94% |