Morningstar

Buffalo Mid Cap Growth Fund Institutional Class BUIMX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Buffalo Investment Hub
  • NAV / 1-Day Return $14.53  /  −1.82 %
  • Fund Size $106.2M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.880%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 39%
NAV and 1-Day Return as of

Morningstar’s Analysis BUIMX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Buffalo Mid Cap Growth Inst 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.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BUIMX

More BUIMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MSCI Inc

3.71 4M
Financial Services

Onto Innovation Inc

3.34 4M
Technology

Vertiv Holdings Co Class A

3.25 4M
Industrials

Comfort Systems USA Inc

3.15 4M
Industrials

Datadog Inc Class A

2.76 3M
Technology

Stevanato Group SpA

2.63 3M
Healthcare

Teradyne Inc

2.56 3M
Technology

California Water Service Group

2.36 3M
Utilities

James Hardie Industries PLC

2.24 3M
Basic Materials

Liberty Media Corp Registered Shs Series -A- Formula One

2.24 3M
Communication Services

Sponsor Center