Morningstar

Buffalo Small Cap Growth Fund Institutional Class BUISX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 17.13  /  −1.78 %
  • Total Assets 439.5M
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.860%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 20%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:38 AM GMT+0

Morningstar’s Analysis BUISX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Buffalo Small Cap Growth Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BUISX

More BUISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity Inv MM Government I

3.80 15M
Cash and Equivalents

Silicon Laboratories Inc

3.33 13M
Technology

WisdomTree Inc

3.15 12M
Financial Services

Ligand Pharmaceuticals Inc

3.10 12M
Healthcare

JBT Marel Corp

2.47 10M
Industrials

MYR Group Inc

2.31 9M
Industrials

ESCO Technologies Inc

2.23 9M
Technology

Option Care Health Inc

2.01 8M
Healthcare

Palomar Holdings Inc

1.96 8M
Financial Services

Advanced Drainage Systems Inc

1.93 8M
Industrials

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