Buffalo Discovery Fund (BUFTX)

25.18
Net Asset Value
+1.57%
1 Day
+3.96%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.03%
Expense Ratio
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-2.06% 3 years+10.91%
3 months+4.74% 5 years+15.75%
1 year+22.69% Since inception+9.66%
Data through --

Peer Comparisonvs. Mid-cap growth

 BUFTXCategory
Performance 5-yr return+15.75%+13.73%
Expense ratio1.03%1.21%
Risk 5 year sharpe ratio1.441.15
Net assets$1.9B$1.6B
Average market cap$14.7B$12.9B
Average P/E29.528.7
Portfolio turnover51%51%

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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. stock91.18%
International stock5.84%
Cash2.98%
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 Inc2.53%
NVRO Nevro Corp1.90%
XYL Xylem Inc1.90%
FMC FMC Corp1.86%
WBC WABCO Holdings Inc1.83%
MSCI MSCI Inc1.82%
-- 1.77%
PX Praxair Inc1.68%
MA MasterCard1.67%
ICE Intercontinental Exchange Inc1.66%