Buffalo Small Cap Growth Fund Institutional Class (BUISX)
| Fund Assets | 440.15M |
| Expense Ratio | 0.87% |
| Min. Investment | $250,000 |
| Turnover | 37.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 17.40 |
| YTD Return | 15.75% |
| 1-Year Return | 18.52% |
| 5-Year Return | -15.77% |
| 52-Week Low | 13.86 |
| 52-Week High | 18.11 |
| Beta (5Y) | n/a |
| Holdings | 82 |
| 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 18.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.07%.
Other Share Classes
These are alternative share classes of the same fund, from the same provider.
| Symbol | Share Class | Expense Ratio |
|---|---|---|
| BUFSX | Investor Class | 0.89% |
Top 10 Holdings
26.33% of assets| Name | Symbol | Weight |
|---|---|---|
| Fidelity Government Portfolio | FIGXX | 3.80% |
| Silicon Laboratories Inc. | SLAB | 3.34% |
| WisdomTree, Inc. | WT | 3.15% |
| Ligand Pharmaceuticals Incorporated | LGND | 3.10% |
| JBT Marel Corporation | JBTM | 2.48% |
| MYR Group Inc. | MYRG | 2.32% |
| ESCO Technologies Inc. | ESE | 2.23% |
| Option Care Health, Inc. | OPCH | 2.01% |
| Palomar Holdings, Inc. | PLMR | 1.96% |
| Advanced Drainage Systems, Inc. | WMS | 1.94% |