Buffalo Small Cap Fund (BUFSX)

14.42
Net Asset Value
-0.76%
1 Day
+36.29%
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+2.56% 3 years+16.98%
3 months+9.08% 5 years+10.80%
1 year+26.10% Since inception+11.85%
Data through --

Peer Comparisonvs. Small growth

 BUFSXCategory
Performance 5-yr return+10.80%+9.63%
Expense ratio1.01%1.24%
Risk 5 year sharpe ratio0.610.60
Net assets$548.4M$1.2B
Average market cap$2.2B$3.8B
Average P/E25.827.8
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. stock95.72%
Cash3.96%
International stock0.31%
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
KRNT Kornit Digital Ltd2.55%
NTRA Natera Inc2.50%
MTZ MasTec Inc2.49%
CONE CyrusOne Inc2.47%
ICFI ICF International Inc2.39%
PRO Pros Holdings Inc2.36%
MPWR Monolithic Power Systems Inc2.12%
HLNE Hamilton Lane Inc1.95%
ATSG Air Transport Services Group Inc1.93%
TECH Bio-Techne Corp1.89%