Buffalo Discovery Fund (BUFTX)

24.81
Net Asset Value
-0.56%
1 Day
+2.44%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.03%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund principally invests in equity securities- consisting of domestic common stock- preferred stock- convertible securities- warrants and rights of companies whose securities may increase in value due to the development- advancement or commercial application of innovative strategies. The fund's investments in equity securities will consist primarily of domestic securities- it may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.

Performance

1 month-2.13% 3 years+9.41%
3 months-2.97% 5 years+15.97%
1 year+17.98% Since inception+9.29%
Data through --

Peer Comparisonvs. Mid-cap growth

 BUFTXCategory
Performance 5-yr return+15.97%+11.94%
Expense ratio1.03%1.21%
Risk 5 year sharpe ratio1.281.00
Net assets$1.9B$1.6B
Average market cap$15.6B$11.9B
Average P/E31.024.9
Portfolio turnover51%51%

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 & tenureClay Brethour / 14 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock92.83%
Cash4.25%
International stock2.92%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 27.35%
Hardware 23.57%
Telecommunication 15.32%
Industrial materials 6.96%
Business service 4.01%
Top 10 Holdings
Portfolio weighting
ALGN Align Technology Inc2.09%
XYL Xylem Inc1.91%
MSCI MSCI Inc1.82%
FMC FMC Corp1.82%
-- 1.75%
PX Praxair Inc1.71%
VRSK Verisk Analytics Inc1.69%
ICE Intercontinental Exchange Inc1.67%
MA MasterCard1.65%
DHR Danaher Corp1.65%