Buffalo Discovery Fund (BUFTX)

20.14
Net Asset Value
+0.30%
1 Day
+1.00%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.02%
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-3.77% 3 years+15.05%
3 months-0.44% 5 years+22.03%
1 year+32.43% Since inception+8.75%
Data through --

Peer Comparisonvs. Mid-cap growth

 BUFTXCategory
Performance 5-yr return+22.03%+22.17%
Expense ratio1.02%1.36%
Risk 5 year sharpe ratio1.381.28
Net assets$649.1M$1.3B
Average market cap$8.7B$8.4B
Average P/E30.326.2
Portfolio turnover53%53%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureClay Brethour / 12 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock91.41%
Cash5.19%
International stock3.40%
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, Inc.3.01%
HSP Hospira, Inc.2.96%
GTLS Chart Industries, Inc.2.65%
AAPL Apple Inc2.58%
CRR Carbo Ceramics, Inc.2.38%
ARAY Accuray, Inc.2.01%
FB Facebook Inc Class A1.96%
PKI PerkinElmer Inc1.92%
GILD Gilead Sciences Inc1.87%
ACT Actavis PLC1.84%

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