Morningstar

Buffalo Mid Cap Discovery Fund Institutional Class BUITX

Morningstar Medalist Rating
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Medalist Rating as of See Buffalo Investment Hub
  • NAV / 1-Day Return $17.69  /  +1.03 %
  • Fund Size $270.5M
  • Adjusted Expense Ratio 0.870%
  • Net Expense Ratio 0.860%
  • 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 74%
NAV and 1-Day Return as of

Morningstar’s Analysis BUITX

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

  • People Pillar

    The People Pillar is our evaluation of the BUITX 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 BUITX’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 Discovery 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.

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Portfolio Holdings BUITX

More BUITX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Lincoln Electric Holdings Inc

3.80 12M
Industrials

First American Government Obligs X

3.76 12M
Cash and Equivalents

Comfort Systems USA Inc

2.96 10M
Industrials

Datadog Inc Class A

2.54 8M
Technology

AMETEK Inc

2.40 8M
Industrials

Rocket Lab Corp

2.36 8M
Industrials

Credo Technology Group Holding Ltd

2.31 8M
Technology

Corcept Therapeutics Inc

2.19 7M
Healthcare

Onto Innovation Inc

2.19 7M
Technology

Impinj Inc

2.18 7M
Technology

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