Buffalo Emerging Opportunities Fund (BUFOX)

18.10
Net Asset Value
-2.37%
1 Day
+5.11%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.49%
Expense Ratio
High
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests in equity securities, consisting of domestic common stocks, preferred stocks, convertible securities, warrants and rights, of companies that, at the time of purchase by the fund, have market capitalizations of $1 billion or less. While the fund's investments in equity securities will consist primarily of domestic securities, it may also invest up to 20% of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. stock exchanges.

Performance

1 month+4.02% 3 years+19.05%
3 months+8.84% 5 years+18.02%
1 year+9.78% Since inception+8.66%
Data through --

Peer Comparisonvs. Small growth

 BUFOXCategory
Performance 5-yr return+18.02%+15.12%
Expense ratio1.49%1.39%
Risk 5 year sharpe ratio1.000.89
Net assets$238.9M$821.3M
Average market cap$842.4M$2.9B
Average P/E35.627.7
Portfolio turnover23%23%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureJohn Bichelmeyer / 7 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock96.73%
International stock2.44%
Cash0.83%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service 14.39%
Healthcare 14.17%
Hardware 11.07%
Consumer service 10.51%
Financial service 9.74%
Top 10 Holdings
Portfolio weighting
EGHT 8x8 Inc3.82%
OMCL Omnicell Inc3.82%
SPSC SPS Commerce Inc3.82%
LOGM LogMeIn Inc3.67%
ICUI ICU Medical Inc3.63%
PFPT Proofpoint Inc3.59%
ZINC Horsehead Holding Corp3.46%
WAGE WageWorks Inc3.27%
APOG Apogee Enterprises Inc3.23%
IMPV Imperva Inc2.95%

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