Nasdaq - Delayed Quote USD

Buffalo Early Stage Growth Instl (BUIOX)

15.72
+0.19
+(1.22%)
At close: 8:00:08 PM EDT

Top 10 Holdings (29.00% of Total Assets)

SymbolCompany% Assets
Fidelity Colchester Street Trust - Fidelity Investments Money Market Funds - Government Portfolio 4.21%
Compass Diversified 3.19%
Playa Hotels & Resorts N.V. 3.16%
Shift4 Payments, Inc. 3.14%
HealthStream, Inc. 3.06%
Federal Signal Corporation 2.79%
Transcat, Inc. 2.54%
Halozyme Therapeutics, Inc. 2.31%
Cadre Holdings, Inc. 2.31%
SunOpta Inc. 2.30%

Sector Weightings

SectorBUIOX
Industrials   32.55%
Healthcare   21.17%
Technology   16.11%
Energy   1.87%
Real Estate   1.54%
Utilities   0.00%

Overall Portfolio Composition (%)

Cash 4.21%
Stocks 95.79%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average BUIOX Category Average
Price/Earnings 0.03 34.63
Price/Book 0.32 5.39
Price/Sales 0.51 3.86
Price/Cashflow 0.06 22.99
Median Market Cap 2,024.78 5,964.6
3 Year Earnings Growth 0 15.48

Bond Holdings

Performance & Risk

YTD Return -7.06%
5y Average Return 6.80%
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Buffalo
Net Assets 59.1M
YTD Return -11.55%
Yield 0.00%
Morningstar Rating
Inception Date May 21, 2004

Fund Summary

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 “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.

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