Buffalo Early Stage Growth Fund Institutional Class (BUIOX)
| Fund Assets | 69.78M |
| Expense Ratio | 1.35% |
| Min. Investment | $250,000 |
| Turnover | 18.00% |
| Dividend (ttm) | 0.83 |
| Dividend Yield | 4.89% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 16.93 |
| YTD Return | 6.77% |
| 1-Year Return | 1.37% |
| 5-Year Return | 2.94% |
| 52-Week Low | 12.83 |
| 52-Week High | 17.21 |
| Beta (5Y) | n/a |
| Holdings | 69 |
| 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 1.37% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.62%.
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
25.30% of assets| Name | Symbol | Weight |
|---|---|---|
| Bowman Consulting Group Ltd. | BWMN | 3.04% |
| American Superconductor Corporation | AMSC | 2.89% |
| Willdan Group, Inc. | WLDN | 2.63% |
| WisdomTree, Inc. | WT | 2.57% |
| HealthStream, Inc. | HSTM | 2.55% |
| TAT Technologies Ltd. | TATT | 2.52% |
| Impinj, Inc. | PI | 2.33% |
| OneSpaWorld Holdings Limited | OSW | 2.28% |
| i3 Verticals, Inc. | IIIV | 2.24% |
| Applied Optoelectronics, Inc. | AAOI | 2.24% |
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 |