Buffalo Growth Fund (BUFGX)

32.76
Net Asset Value
-0.49%
1 Day
+12.46%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.92%
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.

Performance

1 month+3.59% 3 years+12.09%
3 months+6.57% 5 years+14.59%
1 year+23.44% Since inception+10.28%
Data through --

Peer Comparisonvs. Large growth

 BUFGXCategory
Performance 5-yr return+14.59%+13.81%
Expense ratio0.92%1.10%
Risk 5 year sharpe ratio1.271.17
Net assets$207.0M$3.6B
Average market cap$81.2B$154.1B
Average P/E29.926.8
Portfolio turnover32%32%

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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

Holdings

U.S. stock96.87%
International stock2.11%
Cash1.01%
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
AMZN Amazon5.30%
MSFT Microsoft4.64%
AAPL Apple3.51%
GOOGL Google2.40%
GOOG Google2.31%
ABT Abbott Laboratories2.26%
NKE Nike2.15%
V Visa2.08%
BKNG Priceline2.05%
ICE Intercontinental Exchange Inc2.05%