Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.
Buffalo Early Stage Growth Fd BUFOX
- NAV / 1-Day Return 16.09 / +1.19 %
- Total Assets 77.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.500%
- Distribution Fee Level High
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 10%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0
Morningstar’s Analysis BUFOX
Will BUFOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Inv MM Government I | 3.65 | 2.9 Mil | Cash and Equivalents |
Compass Diversified Holdings | 3.18 | 2.6 Mil | Industrials |
Bowman Consulting Group Ltd | 3.17 | 2.5 Mil | Industrials |
Hamilton Lane Inc Class A | 3.11 | 2.5 Mil | Financial Services |
Transcat Inc | 3.10 | 2.5 Mil | Industrials |
Calix Inc | 2.95 | 2.4 Mil | Technology |
ICF International Inc | 2.86 | 2.3 Mil | Industrials |
Varonis Systems Inc | 2.75 | 2.2 Mil | Technology |
NV5 Global Inc | 2.56 | 2.1 Mil | Industrials |
Cadre Holdings Inc | 2.54 | 2.0 Mil | Industrials |