Buffalo Discovery Fund (BUFTX)

20.02
Net Asset Value
+0.81%
1 Day
+0.40%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.01%
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+1.53% 3 years+23.50%
3 months+3.04% 5 years+17.78%
1 year+14.41% Since inception+8.82%
Data through --

Peer Comparisonvs. Mid-cap growth

 BUFTXCategory
Performance 5-yr return+17.78%+14.82%
Expense ratio1.01%1.35%
Risk 5 year sharpe ratio1.111.02
Net assets$691.9M$1.3B
Average market cap$11.4B$9.1B
Average P/E26.724.3
Portfolio turnover48%48%

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 / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock91.92%
Cash5.65%
International stock2.42%
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
HSP Hospira Inc3.38%
AAPL Apple Inc3.02%
ALGN Align Technology Inc2.31%
EMC EMC Corp2.19%
FB Facebook Inc Class A2.13%
AGN Allergan Inc2.08%
EXPE Expedia Inc2.07%
GOOGL Google Inc Class A2.06%
LGF Lions Gate Entertainment Corp2.02%
BHI Baker Hughes Inc2.01%

To view my watchlist

Not a member yet?

Sign up now for a free account

Most stock quote data provided by BATS. Market indices are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer.

Morningstar: © 2014 Morningstar, Inc. All Rights Reserved.

Factset: FactSet Research Systems Inc. 2014. All rights reserved.

Chicago Mercantile Association: Certain market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved.

Dow Jones: The Dow Jones branded indices are proprietary to and are calculated, distributed and marketed by DJI Opco, a subsidiary of S&P Dow Jones Indices LLC and have been licensed for use to S&P Opco, LLC and CNN. Standard & Poor's and S&P are registered trademarks of Standard & Poor’s Financial Services LLC and Dow Jones is a registered trademark of Dow Jones Trademark Holdings LLC. All content of the Dow Jones branded indices © S&P Dow Jones Indices LLC 2014 and/or its affiliates.