Buffalo Growth Fund (BUFGX)

34.43
Net Asset Value
+0.58%
1 Day
-1.21%
Year-to-Date
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
0.92%
Expense Ratio
Above 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-2.57% 3 years+12.73%
3 months-2.13% 5 years+19.59%
1 year+25.15% Since inception+10.10%
Data through --

Peer Comparisonvs. Large growth

 BUFGXCategory
Performance 5-yr return+19.59%+20.22%
Expense ratio0.92%1.24%
Risk 5 year sharpe ratio1.271.26
Net assets$616.9M$2.5B
Average market cap$31.5B$67.2B
Average P/E24.124.1
Portfolio turnover44%44%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureKent Gasaway / 18 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock95.92%
Cash2.65%
International stock1.43%
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 Inc4.00%
ALGN Align Technology, Inc.3.15%
AGN Allergan, Inc.2.47%
GOOGL Google, Inc. Class A2.36%
NKE Nike, Inc. Class B2.27%
FB Facebook Inc Class A2.23%
EMC EMC Corporation2.06%
EMR Emerson Electric Co.2.06%
BHI Baker Hughes Inc.2.04%
ICE IntercontinentalExchange Group Inc1.99%

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