Buffalo Small Cap Fund (BUFSX)

33.77
Net Asset Value
+0.72%
1 Day
-9.51%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.01%
Expense Ratio
Average
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. While the fund's investments will consist primarily of domestic securities, it may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.

Performance

1 month-4.23% 3 years+11.81%
3 months-3.38% 5 years+14.33%
1 year+2.35% Since inception+12.63%
Data through --

Peer Comparisonvs. Small growth

 BUFSXCategory
Performance 5-yr return+14.33%+19.88%
Expense ratio1.01%1.42%
Risk 5 year sharpe ratio0.901.10
Net assets$3.6B$832.2M
Average market cap$2.4B$2.8B
Average P/E33.526.9
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

Holdings

U.S. stock89.35%
International stock7.82%
Cash2.82%
Fixed income0.00%
Other0.00%
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
HXL Hexcel Corp3.68%
ALGN Align Technology Inc3.55%
TRAK Dealertrack Technologies Inc3.18%
ADTN Adtran Inc3.01%
CEB Corporate Executive Board Co2.92%
CSGP CoStar Group Inc2.91%
CRR Carbo Ceramics Inc2.69%
SSYS Stratasys Ltd2.64%
MKTX MarketAxess Holdings Inc2.57%
DECK Deckers Outdoor Corp2.46%

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