Buffalo Small Cap Growth Fund Institutional Class (BUISX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
14.70
+0.07 (0.48%)
Jul 8, 2025, 4:00 PM EDT
5.60%
Fund Assets 492.94M
Expense Ratio 0.87%
Min. Investment $250,000
Turnover 26.00%
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 14.63
YTD Return -0.87%
1-Year Return 6.75%
5-Year Return 15.66%
52-Week Low 11.88
52-Week High 16.14
Beta (5Y) n/a
Holdings 70
Inception Date Jul 1, 2019

About BUISX

The Buffalo Small Cap Growth Fund Institutional Class is an actively managed mutual fund focused on achieving long-term capital growth by investing primarily in small-cap U.S. companies. The fund typically allocates at least 80% of its net assets to equities of small-cap firms, targeting businesses positioned to benefit from broad, secular growth trends. Fund managers employ a combination of top-down and bottom-up research, using a proprietary investment process to identify promising growth opportunities across diverse sectors, including healthcare, technology, consumer cyclical, and financial services. With a diversified portfolio—its top holdings representing a mix of industries—the fund aims to capture high-growth potential while managing risk. Designed for institutional investors, this fund features a relatively low expense ratio for its category and a significant minimum initial investment. Since its inception in 2019, it has provided investors access to a segment of the market known for innovation and dynamism, serving as a tool for portfolio diversification within the small-cap growth space.

Fund Family Buffalo
Category Small Growth
Stock Exchange NASDAQ
Ticker Symbol BUISX
Share Class Institutional Class
Index Russell 2000 Growth TR

Performance

BUISX had a total return of 6.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.85%.

Chart

Bar chart with 6 bars.
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Data ranges from -0.8672448298865962 to 7.849.
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Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol Share Class Expense Ratio
BUFSX Investor Class 0.97%

Top 10 Holdings

30.83% of assets
Name Symbol Weight
Fidelity Government Portfolio FIGXX 7.10%
Champion Homes, Inc. SKY 2.91%
Palomar Holdings, Inc. PLMR 2.91%
Hamilton Lane Incorporated HLNE 2.86%
Ligand Pharmaceuticals Inc. LGND 2.82%
Option Care Health, Inc. OPCH 2.73%
Shift4 Payments, Inc. FOUR 2.52%
JBT Marel Corporation JBTM 2.45%
BellRing Brands, Inc. BRBR 2.31%
Halozyme Therapeutics, Inc. HALO 2.23%
View More Holdings