Buffalo Early Stage Growth Fund Institutional Class (BUIOX)
| Fund Assets | 88.60M |
| Expense Ratio | 1.35% |
| Min. Investment | $250,000 |
| 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 | 14.39 |
| YTD Return | -12.87% |
| 1-Year Return | -6.19% |
| 5-Year Return | 40.04% |
| 52-Week Low | n/a |
| 52-Week High | n/a |
| Beta (5Y) | n/a |
| Holdings | 59 |
| Inception Date | Jul 1, 2019 |
About BUIOX
The Fund's investment strategy focuses on Micro-Cap with 1.35% total expense ratio. The minimum amount to invest in Buffalo Funds: Buffalo Early Stage Growth Fund; Institutional Class Shares is $250,000 on a standard taxable account. Buffalo Funds: Buffalo Early Stage Growth Fund; Institutional Class Shares seeks long-term growth of capital. The Buffalo Emerging Opportunities Fund invests in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights, of companies that, at the time of purchase by the Fund, have market capitalizations of $1.5 billion or less.
Performance
BUIOX had a total return of -6.19% in the past year, including dividends. Since the fund's inception, the average annual return has been 4.38%.
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
29.03% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Government Portfolio | FIGXX | 4.21% |
| Compass Diversified | CODI | 3.19% |
| Playa Hotels & Resorts N.V. | PLYA | 3.16% |
| Shift4 Payments, Inc. | FOUR | 3.15% |
| HealthStream, Inc. | HSTM | 3.07% |
| Federal Signal Corporation | FSS | 2.79% |
| Transcat, Inc. | TRNS | 2.54% |
| Halozyme Therapeutics, Inc. | HALO | 2.32% |
| Cadre Holdings, Inc. | CDRE | 2.31% |
| SunOpta Inc. | STKL | 2.30% |