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Morningstar

Buffalo Discovery BUFTX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 23.79  /  +0.46 %
  • Total Assets 757.3 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 26%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BUFTX

Will BUFTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BUFTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BUFTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BUFTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Two New Managers Added to Buffalo Discovery; Ratings Under Review

null Tony Thorn

Tony Thorn

Analyst Note

On April 15, 2024, Buffalo added Josh West and Doug Cartwright to the management team of Buffalo Discovery. The managers will join longtime manager Dave Carlsen at the helm. Carlsen was the lone remaining manager of the strategy following the unexpected passing of manager Jamie Cuellar in May 2023.

by Tony Thorn
Published on

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Portfolio Holdings BUFTX

More BUFTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.7
Top 10 Holdings
% Portfolio Weight
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