Buffalo Early Stage Growth Instl (BUIOX)
| Fund Assets | 69.78M |
| Expense Ratio | 1.35% |
| Min. Investment | $250,000 |
| Turnover | 18.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 17.54 |
| YTD Return | 1.62% |
| 1-Year Return | -0.06% |
| 5-Year Return | 9.60% |
| 52-Week Low | 13.49 |
| 52-Week High | 18.02 |
| Beta (5Y) | n/a |
| Holdings | 65 |
| 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 -0.06% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.63%.
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
24.67% of assets| Name | Symbol | Weight |
|---|---|---|
| Willdan Group, Inc. | WLDN | 2.81% |
| HealthStream, Inc. | HSTM | 2.80% |
| Bowman Consulting Group Ltd. | BWMN | 2.70% |
| Applied Optoelectronics, Inc. | AAOI | 2.48% |
| OneSpaWorld Holdings Limited | OSW | 2.46% |
| WisdomTree, Inc. | WT | 2.38% |
| SunOpta Inc. | STKL | 2.35% |
| Transcat, Inc. | TRNS | 2.30% |
| Shift4 Payments, Inc. | FOUR | 2.24% |
| American Superconductor Corporation | AMSC | 2.16% |