Buffalo Early Stage Growth Fd holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.
Buffalo Early Stage Growth Fund BUFOX
- NAV / 1-Day Return 18.77 / −0.96 %
- Total Assets 72.6M
-
Adj. Expense Ratio
1.390%
- Expense Ratio 1.480%
- 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 0.00
- Turnover 48%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 10:13 PM GMT+0
Morningstar’s Analysis BUFOX
Will BUFOX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BUFOX 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 BUFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
OneSpaWorld Holdings Ltd | 2.72 | 2M | Consumer Cyclical |
WisdomTree Inc | 2.58 | 2M | Financial Services |
Guardian Pharmacy Services Inc Class A Shares | 2.55 | 2M | Healthcare |
LeMaitre Vascular Inc | 2.25 | 1M | Healthcare |
Cardinal Infrastructure Group Inc Ordinary Shares- Class A | 2.19 | 1M | Industrials |
Transcat Inc | 2.16 | 1M | Industrials |
Patrick Industries Inc | 2.03 | 1M | Consumer Cyclical |
Champion Homes Inc | 2.00 | 1M | Consumer Cyclical |
TAT Technologies Ltd | 1.95 | 1M | Industrials |
American Superconductor Corp | 1.92 | 1M | Industrials |
United States