Buffalo Small Cap Fund (BUFSX)

32.12
Net Asset Value
-1.80%
1 Day
-13.93%
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-4.74% 3 years+15.87%
3 months-4.89% 5 years+10.38%
1 year-11.16% Since inception+11.93%
Data through --

Peer Comparisonvs. Small growth

 BUFSXCategory
Performance 5-yr return+10.38%+14.84%
Expense ratio1.00%1.41%
Risk 5 year sharpe ratio0.660.85
Net assets$3.2B$805.6M
Average market cap$2.5B$2.6B
Average P/E32.224.8
Portfolio turnover22%22%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

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. stock88.86%
International stock8.54%
Cash2.60%
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 Inc4.06%
HXL Hexcel Corp3.26%
CRR Carbo Ceramics Inc3.18%
PRLB Proto Labs Inc3.11%
TRAK Dealertrack Technologies Inc3.10%
SSYS Stratasys Ltd3.00%
CEB Corporate Executive Board Co2.84%
CSGP CoStar Group Inc2.61%
GTLS Chart Industries Inc2.60%
LOGM LogMeIn Inc2.60%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.