Buffalo Early Stage Growth Fund Institutional Class (BUIOX)
| Fund Assets | 67.65M |
| 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 | 16.39 |
| YTD Return | -1.50% |
| 1-Year Return | 5.18% |
| 5-Year Return | 12.08% |
| 52-Week Low | 13.49 |
| 52-Week High | 17.90 |
| Beta (5Y) | n/a |
| Holdings | 57 |
| 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 5.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.29%.
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
32.10% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Government Portfolio | FIGXX | 6.52% |
| HealthStream, Inc. | HSTM | 3.57% |
| Willdan Group, Inc. | WLDN | 3.05% |
| Compass Diversified | CODI | 2.96% |
| Champion Homes, Inc. | SKY | 2.83% |
| Option Care Health, Inc. | OPCH | 2.82% |
| Halozyme Therapeutics, Inc. | HALO | 2.76% |
| Hamilton Lane Incorporated | HLNE | 2.57% |
| Federal Signal Corporation | FSS | 2.56% |
| Bowman Consulting Group Ltd. | BWMN | 2.47% |