Morningstar

Buffalo Small Cap Growth Fund BUFSX

Morningstar Medalist Rating
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Medalist Rating as of See Buffalo Investment Hub
  • NAV / 1-Day Return $16.74  /  +1.27 %
  • Fund Size $405.6M
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.980%
  • Fee Level: Distribution Below Average
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 37%
NAV and 1-Day Return as of

Morningstar’s Analysis BUFSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Buffalo Small Cap Growth 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.

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Portfolio Holdings BUFSX

More BUFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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JBT Marel Corp

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ESCO Technologies Inc

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Onto Innovation Inc

2.13 10M
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SiTime Corp Ordinary Shares

2.10 10M
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