Buffalo Small Cap Growth Fund Institutional Class (BUISX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
13.21
-0.01 (-0.08%)
At close: Apr 25, 2025
-5.17%
Fund Assets 841.20M
Expense Ratio 0.87%
Min. Investment $250,000
Turnover n/a
Dividend (ttm) n/a
Dividend Yield n/a
Dividend Growth n/a
Payout Frequency n/a
Ex-Dividend Date n/a
Previous Close 13.22
YTD Return -11.87%
1-Year Return -5.17%
5-Year Return 31.94%
52-Week Low n/a
52-Week High n/a
Beta (5Y) n/a
Holdings 75
Inception Date Jul 1, 2019

About BUISX

BUISX was founded on 2019-07-01 and is currently managed by Male,Cuellar. The Fund's investment strategy focuses on Small-Cap with 0.86% total expense ratio. The minimum amount to invest in Buffalo Funds: Buffalo Small Cap Fund; Institutional Class Shares is $250,000 on a standard taxable account. Buffalo Funds: Buffalo Small Cap Fund; Institutional Class Shares seeks long term capital growth. BUISX invests at least 80% of its net assets in domestic common stocks, preferred stocks, convertible preferred stocks warrants and rights of small capitalization companies, the Fund defines a small-cap with market capitalizations within range of Morningstar US Small Growth Idx.

Category Small Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BUISX
Share Class Institutional Class
Index Russell 2000 Growth TR

Performance

BUISX had a total return of -5.17% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.96%.

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

25.65% of assets
Name Symbol Weight
Shift4 Payments, Inc. FOUR 3.21%
Summit Materials, Inc. SUM 3.10%
Vertex, Inc. VERX 2.83%
Chart Industries, Inc. GTLS 2.48%
Ligand Pharmaceuticals Incorporated LGND 2.44%
Hamilton Lane Incorporated HLNE 2.42%
Fidelity Government Portfolio FIGXX 2.39%
Palomar Holdings, Inc. PLMR 2.31%
Champion Homes, Inc. SKY 2.30%
John Bean Technologies Corp JBT 2.17%
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