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Buffalo Small Cap Fund (BUFSX)

30.77
Net Asset Value
+0.42%
1 Day
-2.66%
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, 2015 the range of market capitalizations of the Russell 2000  Growth Index was $15 million to $4.7 billion.

Performance

1 month-6.84% 3 years+11.02%
3 months-5.70% 5 years+12.79%
1 year-0.53% Since inception+12.04%
Data through --

Peer Comparisonvs. Small growth

 BUFSXCategory
Performance 5-yr return+12.79%+17.65%
Expense ratio1.00%1.37%
Risk 5 year sharpe ratio0.810.99
Net assets$1.9B$840.8M
Average market cap$2.3B$3.0B
Average P/E35.629.8
Portfolio turnover17%17%

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Fund Management and Purchase Info

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

Holdings

U.S. stock92.46%
International stock5.85%
Cash1.69%
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
WETF WisdomTree Investments Inc3.57%
LOGM LogMeIn Inc3.34%
MKTX Marketaxess Holdings Inc3.30%
FNGN Financial Engines Inc2.89%
CSGP CoStar Group Inc2.80%
CEB CEB Inc2.73%
SF Stifel Financial Corp2.72%
MDSO Medidata Solutions Inc2.71%
ULTI Ultimate Software Group Inc2.65%
OXM Oxford Industries Inc2.56%

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