The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.
Buffalo Small Cap BUFSX
- NAV / 1-Day Return 14.92 / +2.12 %
- Total Assets 647.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.990%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 44%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis BUFSX
Will BUFSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Inv MM Government I | 4.07 | 28.8 Mil | Cash and Equivalents |
Summit Materials Inc Class A | 2.97 | 21.0 Mil | Basic Materials |
ICF International Inc | 2.53 | 17.9 Mil | Industrials |
Palomar Holdings Inc | 2.42 | 17.2 Mil | Financial Services |
Hamilton Lane Inc Class A | 2.14 | 15.2 Mil | Financial Services |
The AZEK Co Inc Class A | 2.14 | 15.1 Mil | Industrials |
DoubleVerify Holdings Inc | 2.06 | 14.6 Mil | Technology |
Advanced Drainage Systems Inc | 2.04 | 14.4 Mil | Industrials |
Establishment Labs Holdings Inc | 2.01 | 14.2 Mil | Healthcare |
Natera Inc | 1.98 | 14.0 Mil | Healthcare |