Buffalo Growth & Income Inst (BUIDX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

39.17

+0.12 (0.31%)

At close: Aug 26, 2026

15.10% (1Y)

Fund Assets	182.28M
Expense Ratio	0.78%
Min. Investment	$250,000
Turnover	4.00%
Dividend (ttm)	0.50
Dividend Yield	1.29%
Dividend Growth	32.75%
Payout Frequency	Quarterly
Ex-Dividend Date	Jun 18, 2026

Previous Close	39.05
YTD Return	14.00%
1-Year Return	17.06%
5-Year Return	71.11%
52-Week Low	33.24
52-Week High	39.17
Beta (5Y)	n/a
Holdings	86
Inception Date	Jul 1, 2019

About BUIDX

The Buffalo Growth & Income Fund Institutional Class is a mutual fund focused on generating current income while also seeking long-term capital growth. Its primary investment strategy involves allocating at least 80% of assets to dividend-paying equity securities, including domestic common stocks, preferred stocks, and convertible securities. The fund emphasizes investments in large-cap companies—typically those with market capitalizations exceeding $10 billion—across diversified sectors of the U.S. economy. Portfolio management focuses on identifying firms with sustainable competitive advantages, robust free cash flow, conservative financial management, and experienced leadership teams. The fund maintains a disciplined approach to valuation and takes a long-term perspective to generate favorable risk-adjusted returns. Quarterly dividend distributions support its income-oriented objective, and its investment style aligns with the large-cap blend category, using the Russell 1000 Index as its benchmark. The Buffalo Growth & Income Fund Institutional Class plays a significant role for investors seeking both income and growth potential within a diversified U.S. equity portfolio.

Fund Family Buffalo

Category Large Blend

Performance Rating Average

Risk Rating Low

Stock Exchange NASDAQ

Ticker Symbol BUIDX

Share Class Institutional Class

Index Russell 1000 TR USD

Performance

BUIDX had a total return of 17.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.86%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
BUFDX	Investor Class	0.92%

Top 10 Holdings

30.90% of assets

Name	Symbol	Weight
Apple Inc.	AAPL	4.73%
Meta Platforms, Inc.	META	4.56%
Microsoft Corporation	MSFT	4.14%
Royal Caribbean Cruises Ltd.	RCL	2.83%
Lumentum Holdings Inc	LITE.0.5 12.15.26	2.76%
Viper Energy, Inc.	VNOM	2.54%
JPMorgan Chase & Co.	JPM	2.47%
Visa Inc.	V	2.34%
HCA Healthcare, Inc.	HCA	2.30%
Alphabet Inc.	GOOG	2.24%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Jun 18, 2026	$0.08595	Jun 18, 2026
Mar 18, 2026	$0.31025	Mar 18, 2026
Dec 5, 2025	$0.08374	Dec 5, 2025
Sep 18, 2025	$0.10716	Sep 18, 2025
Jun 18, 2025	$0.09027	Jun 18, 2025
Mar 18, 2025	$0.17225	Mar 18, 2025

Full Dividend History