Buffalo Growth Fund (BUFGX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large growth
Style or Category
No Load
Sales Expenses
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.


1 month+1.65% 3 years+18.26%
3 months+2.47% 5 years+15.04%
1 year+15.61% Since inception+10.10%
Data through --

Peer Comparisonvs. Large growth

Performance 5-yr return+15.04%+17.64%
Expense ratio0.91%1.24%
Risk 5 year sharpe ratio1.041.08
Net assets$585.5M$2.6B
Average market cap$33.4B$73.0B
Average P/E24.823.1
Portfolio turnover37%37%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureDave Carlsen / 9 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00


U.S. stock92.96%
International stock2.62%
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
AAPL Apple Inc4.59%
ALGN Align Technology Inc2.84%
GTLS Chart Industries Inc2.66%
FB Facebook Inc Class A2.65%
AGN Allergan Inc2.59%
SLB Schlumberger NV2.54%
BHI Baker Hughes Inc2.35%
NKE Nike Inc Class B2.16%
EMC EMC Corp2.14%
JPM JPMorgan Chase & Co1.93%

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