Buffalo Emerging Opportunities Fund (BUFOX)
| 16.67 Net Asset Value | +0.12% 1 Day | -3.19% 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 | -3.19% | 3 years | +20.22% | |
| 3 months | +7.03% | 5 years | +19.98% | |
| 1 year | -11.71% | Since inception | +8.50% |
Data through --
Peer Comparisonvs. Small growth
| BUFOX | Category | |
|---|---|---|
| Performance 5-yr return | +19.98% | +15.53% |
| Expense ratio | 1.49% | 1.39% |
| Risk 5 year sharpe ratio | 1.09 | 0.90 |
| Net assets | $270.7M | $793.8M |
| Average market cap | $776.2M | $2.9B |
| Average P/E | 34.2 | 26.6 |
| Portfolio turnover | 23% | 23% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
Fund Management and Purchase Info
| Fund family | Buffalo |
| Fund manager & tenure | John Bichelmeyer / 7 Years |
| Minimal initial investment | $2,500.00 |
| Minimum IRA investment | $250.00 |
Holdings
| U.S. stock | 95.50% |
| International stock | 3.32% |
| Cash | 1.18% |
| Fixed income | 0.00% |
| Other | 0.00% |
Top 5 SectorsPortfolio weighting
| Business service | 14.39% |
| Healthcare | 14.17% |
| Hardware | 11.07% |
| Consumer service | 10.51% |
| Financial service | 9.74% |
Top 10 HoldingsPortfolio weighting
| SPSC SPS Commerce Inc | 4.01% |
| OMCL Omnicell Inc | 3.97% |
| PFPT Proofpoint Inc | 3.94% |
| LOGM LogMeIn Inc | 3.72% |
| BDBD Boulder Brands Inc | 3.46% |
| ZINC Horsehead Holding Corp | 3.43% |
| APOG Apogee Enterprises Inc | 3.25% |
| ICUI ICU Medical Inc | 3.11% |
| EGHT 8x8 Inc | 2.95% |
| WAGE WageWorks Inc | 2.87% |
.