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Buffalo Discovery Fund (BUFTX)

23.70
Net Asset Value
-0.08%
1 Day
+17.33%
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+2.95% 3 years+10.69%
3 months+6.46% 5 years+16.73%
1 year+19.40% Since inception+8.99%
Data through --

Peer Comparisonvs. Mid-cap growth

 BUFTXCategory
Performance 5-yr return+16.73%+12.72%
Expense ratio1.02%1.24%
Risk 5 year sharpe ratio1.291.08
Net assets$1.4B$1.4B
Average market cap$13.7B$11.3B
Average P/E29.728.0
Portfolio turnover51%51%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureClay Brethour / 13 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock92.37%
Cash4.79%
International stock2.85%
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 Inc1.89%
VRSK Verisk Analytics Inc1.83%
MSCI MSCI Inc1.79%
DHR Danaher Corp1.76%
NLSN Nielsen Holdings PLC1.76%
NDAQ Nasdaq Inc1.71%
ICE Intercontinental Exchange Inc1.71%
FMC FMC Corp1.71%
RSG Republic Services Inc1.70%
GRMN Garmin Ltd1.70%