Buffalo Small Cap Fund (BUFSX)

14.76
Net Asset Value
+0.07%
1 Day
+0.68%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.02%
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. 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.

Performance

1 month-3.84% 3 years+8.05%
3 months+1.16% 5 years+10.47%
1 year+18.41% Since inception+11.69%
Data through --

Peer Comparisonvs. Small growth

 BUFSXCategory
Performance 5-yr return+10.47%+13.96%
Expense ratio1.02%1.28%
Risk 5 year sharpe ratio0.820.98
Net assets$561.2M$1.1B
Average market cap$2.4B$4.0B
Average P/E32.832.3
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureRobert Male / 19 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock93.25%
International stock5.15%
Cash1.59%
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
CAVM Cavium Inc2.42%
CTLT Catalent Inc2.26%
FIVN Five9 Inc2.20%
MPWR Monolithic Power Systems Inc2.18%
EXAS Exact Sciences Corp2.11%
HUBS HubSpot Inc2.06%
HQY HealthEquity Inc2.01%
TECH Bio-Techne Corp1.98%
GNRC Generac Holdings Inc1.95%
CONE CyrusOne Inc1.83%