Morningstar

Buffalo Small Cap Growth BUFSX

Morningstar Medalist Rating
Medalist Rating as of | See Buffalo Investment Hub
  • NAV / 1-Day Return 15.02  /  +0.54 %
  • Total Assets 636.1 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • 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 0.00
  • Turnover 26%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BUFSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Buffalo Small Growth Cap retains its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BUFSX

More BUFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Halozyme Therapeutics Inc

2.86 18.0 Mil
Healthcare

ICF International Inc

2.81 17.7 Mil
Industrials

Summit Materials Inc Class A

2.74 17.3 Mil
Basic Materials

Hamilton Lane Inc Class A

2.64 16.6 Mil
Financial Services

Shift4 Payments Inc Class A

2.57 16.1 Mil
Technology

Fidelity Inv MM Government I

2.44 15.4 Mil
Cash and Equivalents

The Baldwin Insurance Group Inc Class A

2.30 14.5 Mil
Financial Services

Advanced Drainage Systems Inc

2.14 13.5 Mil
Industrials

Palomar Holdings Inc

2.07 13.0 Mil
Financial Services

Universal Display Corp

2.05 12.9 Mil
Technology

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