Buffalo Small Cap Fund (BUFSX)

34.20
Net Asset Value
-0.06%
1 Day
-8.36%
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+10.54% 3 years+17.03%
3 months+1.99% 5 years+12.85%
1 year-5.84% Since inception+12.10%
Data through --

Peer Comparisonvs. Small growth

 BUFSXCategory
Performance 5-yr return+12.85%+14.84%
Expense ratio1.00%1.41%
Risk 5 year sharpe ratio0.790.99
Net assets$3.3B$781.7M
Average market cap$2.5B$2.8B
Average P/E32.227.4
Portfolio turnover22%22%

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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%

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