Nasdaq - Delayed Quote USD

Buffalo Early Stage Growth Fd (BUFOX)

15.37 -0.02 (-0.13%)
At close: 8:01 PM EDT
Loading Chart for BUFOX
DELL
  • Previous Close 15.39
  • YTD Return 4.80%
  • Expense Ratio 1.35%
  • Category Small Growth
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 78.24M
  • Beta (5Y Monthly) 1.06
  • 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

78.24M

Net Assets

2019-07-01

Inception Date

Performance Overview: BUFOX

Trailing returns as of 4/23/2024. Category is Small Growth.

YTD Return

BUFOX
4.80%
Category
12.40%
 

1-Year Return

BUFOX
7.38%
Category
55.69%
 

3-Year Return

BUFOX
7.24%
Category
19.34%
 

5-Year Return

BUFOX
7.79%
Category
20.72%
 

People Also Watch

Holdings: BUFOX

Top 10 Holdings (29.88% of Total Assets)

SymbolCompany% Assets
FIGXX
Fidelity Colchester Street Trust - Government Portfolio 3.65%
CODI
Compass Diversified 3.18%
BWMN
Bowman Consulting Group Ltd. 3.17%
HLNE
Hamilton Lane Incorporated 3.11%
TRNS
Transcat, Inc. 3.10%
CALX
Calix, Inc. 2.95%
ICFI
ICF International, Inc. 2.86%
VRNS
Varonis Systems, Inc. 2.75%
NVEE
NV5 Global, Inc. 2.56%
CDRE
Cadre Holdings, Inc. 2.54%

Sector Weightings

SectorBUFOX
Industrials   35.72%
Technology   18.05%
Healthcare   16.13%
Real Estate   1.85%
Energy   1.25%
Utilities   0.00%

Related Mutual Fund News

Top Mutual Funds