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Morningstar

Buffalo Early Stage Growth Fd BUFOX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 14.35  /  0.91 %
  • Total Assets 74.6 Mil
  • Adj. Expense Ratio
    1.500%
  • 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 Dec 08, 2023 | 1-Day Return as of Dec 08, 2023, 10:46 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.

Process Pillar

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

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.

A sound investment process and strong management team underpin Buffalo Early Stage Growth Fd's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings BUFOX

More BUFOX Holdings
  • Current Portfolio Date
  • Equity Holdings 60
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 28.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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