Buffalo Growth Fund (BUFGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests in domestic common stocks and other U.S. equity securities- including preferred stock- convertible securities- warrants and rights- with a goal of maintaining at least 75% of the equity weighting of the fund's portfolio in companies with market capitalizations greater than the median of the Russell 1000- Growth Index or $5 billion- whichever is lower.


1 month-1.69% 3 years+9.34%
3 months+6.83% 5 years+13.93%
1 year+19.65% Since inception+10.32%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+13.93%+15.29%
Expense ratio0.92%1.11%
Risk 5 year sharpe ratio1.451.37
Net assets$223.6M$3.7B
Average market cap$97.1B$144.1B
Average P/E26.028.7
Portfolio turnover18%18%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureClay Brethour / 10 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00


U.S. stock97.11%
International stock1.47%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.70%
Healthcare 14.84%
Hardware 14.33%
Consumer service 11.31%
Financial service 8.97%
Top 10 Holdings
Portfolio weighting
FB Facebook5.59%
AAPL Apple3.51%
GOOG Google3.38%
AMZN Amazon3.32%
GOOGL Google3.24%
MSFT Microsoft3.23%
ALGN Align Technology Inc3.04%
HD Home Depot2.99%
ICE Intercontinental Exchange Inc2.89%
CME CME Group Inc2.70%