Buffalo Emerging Opportunities Fund (BUFOX)

16.46
Net Asset Value
-0.48%
1 Day
+5.38%
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+0.37% 3 years+8.65%
3 months+1.35% 5 years+13.88%
1 year+26.47% Since inception+8.56%
Data through --

Peer Comparisonvs. Small growth

 BUFOXCategory
Performance 5-yr return+13.88%+11.88%
Expense ratio1.49%1.27%
Risk 5 year sharpe ratio0.740.87
Net assets$88.0M$1.1B
Average market cap$983.6M$3.4B
Average P/E31.026.7
Portfolio turnover95%95%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureCraig Richard / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock84.37%
Cash9.35%
International stock6.28%
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 Inc3.10%
CHCT Community Healthcare Trust Inc2.91%
KRNT Kornit Digital Ltd2.74%
MPAA Motorcar Parts of America Inc2.67%
VRTU Virtusa Corp2.47%
RNG RingCentral Inc2.45%
TACO Del Taco Restaurants Inc2.36%
-- 2.25%
FBM Foundation Building Materials Inc2.15%
ATRO Astronics Corp2.09%