Skip to Content
Morningstar

Buffalo Mid Cap BUFMX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 15.04  /  0.33 %
  • Total Assets 136.4 Mil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.030%
  • 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 23%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:12 PM GMT+0

Morningstar’s Analysis BUFMX

Will BUFMX 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 BUFMX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

A sound investment process and strong management team underpin Buffalo Mid Cap's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BUFMX

More BUFMX Holdings
  • Current Portfolio Date
  • Equity Holdings 59
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Gartner Inc

3.94
5,780,115
Technology

MSCI Inc

3.46
5,075,841
Financial Services

CoStar Group Inc

3.44
5,055,022
Real Estate

AMETEK Inc

3.12
4,573,919
Industrials

CBRE Group Inc Class A

3.11
4,561,891
Real Estate

IQVIA Holdings Inc

3.06
4,495,400
Healthcare

Verisk Analytics Inc

2.93
4,306,550
Industrials

ON Semiconductor Corp

2.79
4,096,260
Technology

Copart Inc

2.61
3,830,820
Industrials

Kinsale Capital Group Inc

2.52
3,704,580
Financial Services