Buffalo Growth Fund (BUFGX)

35.66
Net Asset Value
+0.48%
1 Day
+7.18%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.91%
Expense Ratio
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.

Performance

1 month+2.53% 3 years+17.40%
3 months+6.86% 5 years+14.09%
1 year+15.06% Since inception+10.16%
Data through --

Peer Comparisonvs. Large growth

 BUFGXCategory
Performance 5-yr return+14.09%+13.86%
Expense ratio0.91%1.22%
Risk 5 year sharpe ratio0.960.97
Net assets$463.7M$2.8B
Average market cap$41.2B$73.6B
Average P/E23.621.3
Portfolio turnover37%37%

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Fund Management and Purchase Info

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

Holdings

U.S. stock94.28%
International stock3.11%
Cash2.61%
Fixed income0.00%
Other0.00%
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
AAPL Apple5.85%
V Visa2.42%
CME CME Group Inc2.24%
EMC EMC Corp2.23%
COST Costco2.20%
JPM JPMorgan Chase2.17%
SRCL Stericycle Inc2.14%
FB Facebook2.13%
MMM 3M2.11%
FDX FedEx2.09%

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