Buffalo Growth Fund (BUFGX)

30.55
Net Asset Value
-0.65%
1 Day
+4.87%
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-1.58% 3 years+9.38%
3 months-0.97% 5 years+14.06%
1 year+19.15% Since inception+10.03%
Data through --

Peer Comparisonvs. Large growth

 BUFGXCategory
Performance 5-yr return+14.06%+13.81%
Expense ratio0.92%1.10%
Risk 5 year sharpe ratio1.271.18
Net assets$204.4M$3.6B
Average market cap$82.6B$149.6B
Average P/E28.827.1
Portfolio turnover18%18%

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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. stock98.87%
Cash1.13%
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
MSFT Microsoft4.21%
AMZN Amazon4.14%
AAPL Apple3.73%
FB Facebook3.26%
GOOGL Google2.36%
GOOG Google2.27%
ALGN Align Technology Inc2.22%
NKE Nike2.20%
ABT Abbott Laboratories2.10%
V Visa2.09%