Buffalo Small Cap Fund (BUFSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities, consisting of domestic common stocks, preferred stocks, convertible preferred stocks, warrants and rights of small capitalization ("small-cap") companies. It defines small-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Russell 2000 ® Growth Index. As of June 30, 2014 the range of market capitalizations of the Russell 2000 ® Growth Index was $143 million to $4.5 billion.


1 month+2.76% 3 years+18.91%
3 months+1.41% 5 years+12.90%
1 year-3.10% Since inception+12.07%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.90%+14.84%
Expense ratio1.00%1.40%
Risk 5 year sharpe ratio0.770.96
Net assets$3.2B$804.1M
Average market cap$2.3B$2.8B
Average P/E30.326.3
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureKent Gasaway / 16 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00


U.S. stock87.45%
International stock10.11%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 20.76%
Consumer service 18.81%
Business service 18.46%
Hardware 9.38%
Telecommunication 7.77%
Top 10 Holdings
Portfolio weighting
ALGN Align Technology Inc3.76%
SSYS Stratasys Ltd3.52%
HXL Hexcel Corp3.51%
TRAK Dealertrack Technologies Inc3.28%
MKTX MarketAxess Holdings Inc3.15%
LTM Life Time Fitness Inc2.92%
PRLB Proto Labs Inc2.89%
LOGM LogMeIn Inc2.87%
CEB Corporate Executive Board Co2.75%
DECK Deckers Outdoor Corp2.72%

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