Large Cap Fund

Performance & Data


as of 6/30/2014

YTD 1-year 3-year 5-year 10-year Since Inception Inception Date
Buffalo Large Cap Fund
2.90% 22.65% 12.33% 17.15% 7.03% 8.93% 5/19/1995
Lipper Large Cap Growth Fund Index
4.21% 28.07% 14.70% 17.65% 7.29% 7.42% N/A
Russell 1000 Growth Index
6.31% 26.92% 16.26% 19.24% 8.20% 8.42% N/A
S&P 500 Index
7.14% 24.61% 16.58% 18.83% 7.78% 9.22% N/A
 

Data represented reflects past performance and is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original value. Current performance may be lower or higher than the performance quoted. Performance current to the most recent quarter end may be obtained by clicking here.

Redemption Fee: 2.00% on shares held for less than 60 days. Performance data does not reflect the redemption fee. If reflected, total returns would be reduced.

Expense Ratio: 0.98%


Fund Facts

as of 3/31/2014

Symbol BUFEX
Inception Date 5/19/1995
Total Fund Assets $32.1 Million
Operating Expense (as of 6/3/2013) 0.98%
Distribution Schedule Semiannually
Cusip 119628105
Three Year Annualized Turnover 50.55%
Median Market Cap $29.11 Billion

Investment Minimums

Initial Purchase $2,500.00
Initial IRA and UGMA/UTMA $250.00
Subsequent Purchase
By Mail $100.00
By Telephone (ACH) $100.00
By Wire $100.00
Automatic Monthly Purchases
Initial $100.00
Subsequent $100.00

Top 10 Holdings

as of 03/31/2014

Google Inc   3.97%
Hospira Inc   3.83%
Schlumberger Ltd   3.45%
Apple Inc   3.07%
Boeing Co   2.97%
Price T Rowe Group Inc   2.92%
Union Pac Corp   2.83%
Whole Foods Mkt Inc   2.70%
Charter Communications Inc Del Cl A New   2.68%
Marriott Intl Inc New   2.64%

Percentage of Portfolio:

31.06%
Percentage of Cash / Cash Equivalents: 3.42%
Total Securities in Portfolio: 43

Top Sectors

as of 3/31/2014

Information Technology 25.63%
Consumer Discretionary 17.71%
Healthcare 15.83%
Financials 10.88%
Industrials 10.78%
Energy 5.99%
Consumer Staples 4.99%
Materials 4.65%
Cash 3.54%
Utilities 0.00%
Telecom Services 0.00%


Fund holdings are subject to change at any time and are not recommendations to buy or sell any security. Current and future portfolio holdings are subject to risk.

Top 10 holdings cannot be disclosed before we file complete holdings (approximately 60 days after quarter end). Those listed are for the previous quarter.

Periodic Investment Plans do not assure a profit and do not protect against loss in declining market.

Click here for definitions