Buffalo Small Cap Fund (BUFSX)

17.71
Net Asset Value
+0.34%
1 Day
+20.80%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.02%
Expense Ratio
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 domestic 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 Russell 2000- Growth Index.

Performance

1 month+0.51% 3 years+13.62%
3 months+13.50% 5 years+10.63%
1 year+29.55% Since inception+12.10%
Data through --

Peer Comparisonvs. Small growth

 BUFSXCategory
Performance 5-yr return+10.63%+12.76%
Expense ratio1.02%1.26%
Risk 5 year sharpe ratio0.790.92
Net assets$585.4M$1.2B
Average market cap$2.4B$3.5B
Average P/E30.726.8
Portfolio turnover49%49%

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Fund Management and Purchase Info

Fund familyBuffalo
Fund manager & tenureRobert Male / 20 Years
Minimal initial investment$2,500.00
Minimum IRA investment$250.00

Holdings

U.S. stock94.73%
International stock4.34%
Cash0.93%
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
TWLO Twilio Inc2.57%
HQY HealthEquity Inc2.27%
EGHT 8x8 Inc2.24%
MIME Mimecast Ltd2.12%
TECH Bio-Techne Corp2.06%
MTZ MasTec Inc2.03%
CTLT Catalent Inc2.00%
NVRO Nevro Corp1.98%
LITE Lumentum Holdings Inc1.87%
CONE CyrusOne Inc1.82%