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