Buffalo Growth Fund (BUFGX)

32.73
Net Asset Value
-1.09%
1 Day
-1.62%
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-2.94% 3 years+15.15%
3 months+2.72% 5 years+15.38%
1 year+9.96% Since inception+10.08%
Data through --

Peer Comparisonvs. Large growth

 BUFGXCategory
Performance 5-yr return+15.38%+14.09%
Expense ratio0.91%1.23%
Risk 5 year sharpe ratio0.990.98
Net assets$543.4M$2.7B
Average market cap$35.0B$70.2B
Average P/E23.422.3
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. stock96.91%
Cash3.09%
International stock0.00%
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 Apple Inc5.27%
FB Facebook Inc Class A3.18%
AGN Allergan Inc2.79%
ALGN Align Technology Inc2.73%
NKE Nike Inc Class B2.54%
EMC EMC Corp2.47%
SLB Schlumberger NV2.24%
BHI Baker Hughes Inc2.10%
JPM JPMorgan Chase & Co2.06%
GTLS Chart Industries Inc2.01%

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