Buffalo Early Stage Growth Fund Institutional Class (BUIOX)
| Fund Assets | 70.45M |
| Expense Ratio | 1.36% |
| Min. Investment | $250,000 |
| Turnover | 48.00% |
| Dividend (ttm) | 0.83 |
| Dividend Yield | 4.18% |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 5, 2025 |
| Previous Close | 19.84 |
| YTD Return | 20.48% |
| 1-Year Return | 29.55% |
| 5-Year Return | -4.76% |
| 52-Week Low | 15.12 |
| 52-Week High | 19.84 |
| Beta (5Y) | n/a |
| Holdings | 73 |
| 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 29.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.05%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| BUFOX | Investor Class | 1.39% |
Top 10 Holdings
22.38% of assets| Name | Symbol | Weight |
|---|---|---|
| OneSpaWorld Holdings Limited | OSW | 2.73% |
| WisdomTree, Inc. | WT | 2.58% |
| Guardian Pharmacy Services, Inc. | GRDN | 2.56% |
| LeMaitre Vascular, Inc. | LMAT | 2.25% |
| Cardinal Infrastructure Group Inc. | CDNL | 2.19% |
| Transcat, Inc. | TRNS | 2.17% |
| Patrick Industries, Inc. | PATK | 2.03% |
| Champion Homes, Inc. | SKY | 2.00% |
| TAT Technologies Ltd. | TATT | 1.95% |
| American Superconductor Corporation | AMSC | 1.92% |
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 |