Buffalo Small Cap Fund (BUFSX)

13.47
Net Asset Value
-0.22%
1 Day
+27.32%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.01%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of small capitalization ("small-cap") companies. It defines small-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Morningstar US Small Growth Index.

Performance

1 month-2.04% 3 years+15.77%
3 months+3.70% 5 years+9.77%
1 year+0.09% Since inception+11.78%
Data through --

Peer Comparisonvs. Small growth

 BUFSXCategory
Performance 5-yr return+9.77%+9.18%
Expense ratio1.01%1.24%
Risk 5 year sharpe ratio0.610.65
Net assets$529.2M$1.2B
Average market cap$2.4B$3.9B
Average P/E32.827.1
Portfolio turnover57%57%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureRobert Male / 21 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock93.35%
Cash4.85%
International stock1.79%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Healthcare 20.76%
Consumer service 18.81%
Business service 18.46%
Hardware 9.38%
Telecommunication 7.77%
Top 10 Holdings
Portfolio weighting
PCTY Paylocity Holding Corp2.88%
TECH Bio-Techne Corp2.39%
MIME Mimecast Ltd2.17%
BAND Bandwidth Inc2.10%
MPWR Monolithic Power Systems Inc2.04%
LITE Lumentum Holdings Inc2.03%
LGND Ligand Pharmaceuticals Inc1.99%
PRO PROS Holdings Inc1.99%
KRNT Kornit Digital Ltd1.90%
CTLT Catalent Inc1.87%