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Buffalo Small Cap BUFSX

Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 14.24  /  +1.21 %
  • Total Assets 654.4 Mil
  • Adj. Expense Ratio
    0.990%
  • 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 May 24, 2024 | 1-Day Return as of May 24, 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.

A sound investment process and strong management team underpin Buffalo Small Cap's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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Portfolio Holdings BUFSX

  • 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