Buffalo Small Cap Growth Fund Institutional Class (BUISX)
| Fund Assets | 492.39M |
| Expense Ratio | 0.87% |
| Min. Investment | $250,000 |
| Turnover | 20.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 14.21 |
| YTD Return | -4.87% |
| 1-Year Return | 0.56% |
| 5-Year Return | 3.00% |
| 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 0.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.99%.
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 Incorporated | 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% |