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Buffalo Discovery BUFTX

Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 24.73  /  −1.94 %
  • Total Assets 761.9 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 26%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis BUFTX

Will BUFTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Name Change for Buffalo Discovery; Ratings Unchanged

null Tony Thorn

Tony Thorn

Analyst Note

On July 29, 2024, Buffalo Discovery will change its name to Buffalo Mid Cap Discovery. This new name more clearly reflects the strategy’s intent to focus on mid-cap stocks. The move includes a prospectus change that clarifies that at least 80% of the fund’s assets will be invested in mid-cap stocks, or those with market caps similar to those in the Russell Midcap Growth Index. The strategy will continue to focus on what it defines as “innovative” companies.

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Portfolio Holdings BUFTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MSCI Inc

3.15 26.3 Mil
Financial Services

IQVIA Holdings Inc

2.99 25.0 Mil
Healthcare

Aptiv PLC

2.72 22.7 Mil
Consumer Cyclical

CoStar Group Inc

2.30 19.3 Mil
Real Estate

TransUnion

2.26 18.9 Mil
Industrials

Ingersoll Rand Inc

2.21 18.5 Mil
Industrials

AMETEK Inc

2.11 17.7 Mil
Industrials

DoubleVerify Holdings Inc

2.08 17.4 Mil
Technology

Copart Inc

2.00 16.7 Mil
Industrials

Martin Marietta Materials Inc

1.98 16.5 Mil
Basic Materials