Buffalo Small Cap Growth Fund Institutional Class (BUISX)
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.
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%.
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 assetsName | 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% |