Buffalo Small Cap Fund (BUFSX)

30.92
Net Asset Value
0.00%
1 Day
-2.18%
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-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

 BUFSXCategory
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%

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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. stock87.45%
International stock10.11%
Cash2.44%
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 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%

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