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+1.42% 3 years+13.47%
3 months+0.43% 5 years+14.18%
1 year+1.43% Since inception+11.90%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+14.18%+15.12%
Expense ratio1.00%1.37%
Risk 5 year sharpe ratio0.680.94
Net assets$2.2B$817.7M
Average market cap$2.5B$2.9B
Average P/E35.328.0
Portfolio turnover17%17%

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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


U.S. stock87.63%
International stock7.66%
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
MKTX Marketaxess Holdings Inc3.66%
LOGM LogMeIn Inc3.58%
HXL Hexcel Corp3.42%
CSGP CoStar Group Inc3.24%
CEB CEB Inc3.03%
WETF WisdomTree Investments Inc3.03%
SF Stifel Financial Corp2.82%
OXM Oxford Industries Inc2.71%
FNGN Financial Engines Inc2.69%
ULTI Ultimate Software Group Inc2.44%

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