Nasdaq - Delayed Quote USD

Buffalo Early Stage Growth Fd (BUFOX)

15.35 +0.03 (+0.20%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 15.32
  • YTD Return 2.66%
  • Expense Ratio 1.35%
  • Category Small Growth
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 74M
  • Beta (5Y Monthly) 1.07
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend --
  • Inception Date Jul 1, 2019

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights, of companies that, at the time of purchase by the fund, the adviser defines as early stage growth companies. In addition to the fund's investments in domestic securities, it may also invest up to 20% of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. stock exchanges.

Buffalo

Fund Family

Small Growth

Fund Category

74M

Net Assets

2019-07-01

Inception Date

Performance Overview: BUFOX

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Trailing returns as of 6/26/2024. Category is Small Growth.

YTD Return

BUFOX
2.66%
Category
12.40%
 

1-Year Return

BUFOX
7.76%
Category
55.69%
 

3-Year Return

BUFOX
8.51%
Category
19.34%
 

5-Year Return

BUFOX
7.15%
Category
20.72%
 

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Holdings: BUFOX

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Top 10 Holdings (28.01% of Total Assets)

SymbolCompany% Assets
TRNS
Transcat, Inc. 3.23%
CODI
Compass Diversified 2.95%
WLDN
Willdan Group, Inc. 2.94%
FIGXX
Fidelity Colchester Street Trust - Fidelity Investments Money Market Funds - Government Portfolio 2.82%
HLNE
Hamilton Lane Incorporated 2.80%
PATK
Patrick Industries, Inc. 2.73%
SOY.TO
SunOpta Inc. 2.73%
BWMN
Bowman Consulting Group Ltd. 2.68%
KNSL
Kinsale Capital Group, Inc. 2.57%
VRRM
Verra Mobility Corporation 2.56%

Sector Weightings

SectorBUFOX
Industrials   34.95%
Healthcare   17.33%
Technology   16.60%
Real Estate   1.87%
Energy   1.40%
Utilities   0.00%

Recent News: BUFOX

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Research Reports: BUFOX

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