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 13.67 / +0.74 %
- Total Assets 642.7 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 9:35 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 23.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fidelity Inv MM Government I | 3.31 | 23.6 Mil | Cash and Equivalents |
DoubleVerify Holdings Inc | 2.86 | 20.4 Mil | Technology |
Summit Materials Inc Class A | 2.54 | 18.1 Mil | Basic Materials |
PGT Innovations Inc | 2.50 | 17.8 Mil | Industrials |
Hamilton Lane Inc Class A | 2.46 | 17.5 Mil | Financial Services |
Endava PLC ADR | 2.27 | 16.2 Mil | Technology |
ICF International Inc | 2.24 | 16.0 Mil | Industrials |
MGP Ingredients Inc | 2.21 | 15.7 Mil | Consumer Defensive |
The AZEK Co Inc Class A | 2.11 | 15.0 Mil | Industrials |
Calix Inc | 2.05 | 14.6 Mil | Technology |