Morningstar

Buffalo Blue Chip Growth Fund BUFEX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 62.28  /  +0.05 %
  • Total Assets 182.3M
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.16%
  • Turnover 53%

USD | NAV as of Jul 20, 2026 | 1-Day Return as of Jul 20, 2026, 10:45 PM GMT+0

Morningstar’s Analysis BUFEX

Will BUFEX outperform in the 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 BUFEX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BUFEX 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 BUFEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Buffalo Blue Chip Growth holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BUFEX

More BUFEX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

12.66 20M
Technology

Apple Inc

9.04 14M
Technology

Microsoft Corp

7.94 13M
Technology

Alphabet Inc Class A

6.34 10M
Communication Services

Fidelity Inv MM Government I

5.37 9M
Cash and Equivalents

Amazon.com Inc

5.16 8M
Consumer Cyclical

Broadcom Inc

4.02 6M
Technology

Meta Platforms Inc Class A

3.23 5M
Communication Services

Eli Lilly and Co

2.44 4M
Healthcare

Mastercard Inc Class A

1.64 3M
Financial Services

Sponsor Center