Buffalo Mid Cap Growth Fund Institutional Class (BUIMX)
| Fund Assets | 118.12M |
| Expense Ratio | 0.87% |
| Min. Investment | $250,000 |
| Turnover | 13.00% |
| Dividend (ttm) | 1.50 |
| Dividend Yield | 11.14% |
| Dividend Growth | 32.63% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 13.41 |
| YTD Return | -8.56% |
| 1-Year Return | -6.13% |
| 5-Year Return | -4.77% |
| 52-Week Low | 13.04 |
| 52-Week High | 17.57 |
| Beta (5Y) | n/a |
| Holdings | 49 |
| Inception Date | Jul 1, 2019 |
About BUIMX
Buffalo Mid Cap Growth Fund Institutional Class is a mutual fund designed for investors seeking long-term capital appreciation through exposure to mid-capitalization companies. The fund invests at least 80% of its net assets in equity securities, including common and preferred stocks, as well as convertible instruments and warrants, primarily targeting firms with market capitalizations within the range of the Morningstar US Mid Growth Index. Its portfolio is diversified across sectors, with notable allocations to companies such as MSCI Inc., CBRE Group, and Verisk Analytics, capturing a broad spectrum of growth opportunities within the mid-cap segment. With a focus on disciplined investment strategy, the fund aims to balance risk and reward while delivering consistent performance relative to its peer group. The Institutional Class requires a minimum investment of $250,000 and features a competitive expense ratio of 0.87%. As of its inception in July 2019, the fund has shown resilience and delivered returns above benchmark averages over various periods. It plays a significant role for institutional and high-net-worth investors who seek diversified exposure to innovative, growing mid-size companies within the U.S. equity market.
Performance
BUIMX had a total return of -6.13% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.70%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| BUFMX | Investor Class | 0.97% |
Top 10 Holdings
34.99% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Government Portfolio | FIGXX | 4.82% |
| CBRE Group, Inc. | CBRE | 4.35% |
| MSCI Inc. | MSCI | 3.88% |
| Equifax Inc. | EFX | 3.30% |
| AMETEK, Inc. | AME | 3.27% |
| Verisk Analytics, Inc. | VRSK | 3.22% |
| Vertiv Holdings Co | VRT | 3.15% |
| Vistra Corp. | VST | 3.05% |
| Veeva Systems Inc. | VEEV | 2.99% |
| Cardinal Health, Inc. | CAH | 2.94% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 5, 2025 | $1.49986 | Dec 5, 2025 |
| Dec 5, 2024 | $1.13084 | Dec 5, 2024 |
| Dec 5, 2023 | $0.84707 | Dec 5, 2023 |
| Dec 5, 2022 | $0.7381 | Dec 5, 2022 |
| Dec 3, 2021 | $2.25769 | Dec 3, 2021 |
| Dec 18, 2020 | $1.33276 | Dec 18, 2020 |