Buffalo Emerging Opportunities Fund (BUFOX)

15.97
Net Asset Value
+0.57%
1 Day
+2.24%
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+0.63% 3 years+9.13%
3 months+4.61% 5 years+12.57%
1 year+27.44% Since inception+8.65%
Data through --

Peer Comparisonvs. Small growth

 BUFOXCategory
Performance 5-yr return+12.57%+13.96%
Expense ratio1.49%1.28%
Risk 5 year sharpe ratio0.810.98
Net assets$90.0M$1.1B
Average market cap$888.1M$4.0B
Average P/E27.732.3
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. stock85.11%
Cash8.48%
International stock6.42%
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
MPAA Motorcar Parts of America Inc3.10%
ICHR Ichor Holdings Ltd2.84%
CHCT Community Healthcare Trust Inc2.75%
KRNT Kornit Digital Ltd2.56%
EGHT 8x8 Inc2.43%
APOG Apogee Enterprises Inc2.41%
TACO Del Taco Restaurants Inc2.36%
RNG RingCentral Inc2.30%
NLS Nautilus Inc2.23%
MIME Mimecast Ltd2.20%