Emerging Opportunities Fund

Performance


as of 3/31/2014

YTD 1-year 3-year 5-year 10-year Since Inception Inception Date
Buffalo Emerging Opportunities Fund
-3.30% 39.66% 23.65% 34.49% N/A 9.66% 5/21/04
Lipper Micro Cap Funds Index
0.77% 30.43% 14.15% 26.07% N/A 8.78% N/A
Lipper Small Cap Growth Fund Index
-0.47% 25.59% 12.71% 23.65% N/A 9.64% N/A
Russell 2000 Growth Index
0.48% 27.19% 13.61% 25.24% N/A 9.81% N/A
Russell Microcap Growth Index
4.80% 39.35% 16.10% 27.27% N/A 7.96% N/A
Russell 2000 Index
1.12% 24.90% 13.18% 24.31% N/A 9.51% 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 180 days. Performance data does not reflect the redemption fee. If reflected, total returns would be reduced.

Expense Ratio: 1.51%


Fund Facts

as of 12/31/2013

Symbol BUFOX
Inception Date 5/21/04
Total Fund Assets $543.2 Million
Operating Expense (as of 6/3/2013) 1.51%
Distribution Schedule Annually
Cusip 119530301
Three Year Annualized Turnover 26.49%
Median Market Cap $909.25 Million

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 09/30/2013

Logmein Inc   2.21%
Ruckus Wireless Inc   2.21%
Pros Holdings, Inc   2.12%
Oxford Inds Inc   2.10%
Boulder Brands Inc   2.07%
Omnicell Inc   2.03%
Cornerstone Ondemand Inc   2.00%
Lifelock Inc   1.96%
Marketaxess Hldgs Inc   1.94%
Proofpoint Inc   1.93%

Percentage of Portfolio:

20.57%
Percentage of Cash / Cash Equivalents: 9.07%
Total Securities in Portfolio: 68

Top Sectors

as of 12/31/2013

Information Technology 43.50%
Healthcare 15.06%
Cash 13.31%
Industrials 10.86%
Consumer Discretionary 8.16%
Materials 3.01%
Telecom Services 2.83%
Consumer Staples 2.00%
Financials 1.27%
Energy 0.00%
Utilities 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