Buffalo Small Cap Fund (BUFSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-3.25% 3 years+13.44%
3 months+2.85% 5 years+12.30%
1 year-5.44% Since inception+12.07%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+12.30%+15.53%
Expense ratio1.00%1.39%
Risk 5 year sharpe ratio0.730.90
Net assets$3.2B$793.8M
Average market cap$2.3B$2.9B
Average P/E30.326.6
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


U.S. stock87.45%
International stock10.11%
Fixed income0.00%
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 Inc3.76%
SSYS Stratasys Ltd3.52%
HXL Hexcel Corp3.51%
TRAK Dealertrack Technologies Inc3.28%
MKTX MarketAxess Holdings Inc3.15%
LTM Life Time Fitness Inc2.92%
PRLB Proto Labs Inc2.89%
LOGM LogMeIn Inc2.87%
CEB Corporate Executive Board Co2.75%
DECK Deckers Outdoor Corp2.72%

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2015 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2015. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2015 and/or its affiliates.