Buffalo Early Stage Growth Fund Institutional Class (BUIOX)
| Fund Assets | 67.85M |
| Expense Ratio | 1.35% |
| Min. Investment | $250,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 0.83 |
| Dividend Yield | 5.17% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 16.60 |
| YTD Return | -2.25% |
| 1-Year Return | 10.84% |
| 5-Year Return | -21.45% |
| 52-Week Low | 13.49 |
| 52-Week High | 18.09 |
| Beta (5Y) | n/a |
| Holdings | 67 |
| Inception Date | Jul 1, 2019 |
About BUIOX
The Buffalo Early Stage Growth Fund Institutional Class is a mutual fund designed to pursue long-term capital appreciation by investing primarily in equity securities of smaller, fast-growing companies. The fund targets businesses in the early stages of development, generally focusing on small- and micro-cap stocks across a diverse set of sectors including financials, health care, industrials, and consumer discretionary. Employing a combination of top-down and bottom-up investment strategies, the fund seeks to identify broad, secular growth trends while rigorously analyzing company fundamentals. Its managers maintain a disciplined, proprietary approach to portfolio construction, with the intention of balancing growth potential and risk. As of the latest data, the fund holds a concentrated portfolio of approximately 58 positions and emphasizes companies with strong free cash flow. The Buffalo Early Stage Growth Fund Institutional Class plays a significant role within the small-cap growth segment, offering institutional investors targeted access to emerging companies that are poised to benefit from sustained innovation and economic expansion.
Performance
BUIOX had a total return of 10.84% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.10%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| BUFOX | Investor Class | 1.45% |
Top 10 Holdings
23.59% of assets| Name | Symbol | Weight |
|---|---|---|
| TAT Technologies Ltd. | TATT | 2.68% |
| Applied Optoelectronics, Inc. | AAOI | 2.61% |
| Willdan Group, Inc. | WLDN | 2.59% |
| Cadre Holdings, Inc. | CDRE | 2.39% |
| WisdomTree, Inc. | WT | 2.36% |
| OneSpaWorld Holdings Limited | OSW | 2.34% |
| Champion Homes, Inc. | SKY | 2.29% |
| Impinj, Inc. | PI | 2.22% |
| Guardian Pharmacy Services, Inc. | GRDN | 2.07% |
| Harrow, Inc. | HROW | 2.05% |
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 |