Buffalo Small Cap Fund (BUFSX)

32.47
Net Asset Value
-0.25%
1 Day
+2.72%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.00%
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. As of June 30, 2014 the range of market capitalizations of the Russell 2000 ® Growth Index was $143 million to $4.5 billion.

Performance

1 month-2.05% 3 years+14.78%
3 months-0.18% 5 years+11.69%
1 year+7.30% Since inception+11.94%
Data through --

Peer Comparisonvs. Small growth

 BUFSXCategory
Performance 5-yr return+11.69%+15.12%
Expense ratio1.00%1.38%
Risk 5 year sharpe ratio0.610.82
Net assets$2.3B$812.0M
Average market cap$2.4B$2.9B
Average P/E32.128.3
Portfolio turnover22%22%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureKent Gasaway / 17 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock90.45%
International stock8.68%
Cash0.86%
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
ALGN Align Technology Inc3.66%
MKTX Marketaxess Holdings Inc3.59%
HXL Hexcel Corp3.46%
CEB CEB Inc3.28%
TRAK Dealertrack Technologies Inc3.12%
LOGM LogMeIn Inc3.12%
CSGP CoStar Group Inc2.91%
LTM Life Time Fitness Inc2.84%
SSYS Stratasys Ltd2.71%
SAM Boston Beer Co Inc2.64%

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