Mid Cap Fund

Performance & Data


as of 3/31/2014

YTD 1-year 3-year 5-year 10-year Since Inception Inception Date
Buffalo Mid Cap Fund
2.61% 25.46% 11.73% 21.02% 8.30% 8.61% 12/17/2001
Lipper Mid Cap Growth Fund Index
1.37% 23.98% 11.35% 22.73% 9.22% 7.67% N/A
Russell Midcap Growth Index
2.04% 24.22% 13.52% 24.73% 9.47% 8.49% N/A
Russell Midcap Index
3.53% 23.51% 14.39% 25.55% 10.05% 10.21% 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: 1.02%


Fund Facts

as of 12/31/2013

Symbol BUFMX
Inception Date 12/17/2001
Total Fund Assets $621.9 Million
Operating Expense (as of 6/3/2013) 1.02%
Distribution Schedule Semiannually
Cusip 119530202
Three Year Annualized Turnover 35.11%
Median Market Cap $5.33 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 09/30/2013

Cme Group Inc   3.86%
Akamai Technologies Inc   3.52%
Northern Tr Corp   3.26%
Under Armour Inc   3.09%
C H Robinson Worldwide Inc   2.68%
Affiliated Managers Group   2.59%
Illumina Inc   2.53%
Life Time Fitness Inc   2.44%
Genesee & Wyo Inc   2.38%
Fortinet Inc   2.34%

Percentage of Portfolio:

28.69%
Percentage of Cash / Cash Equivalents: 4.15%
Total Securities in Portfolio: 54

Top Sectors

as of 12/31/2013

Consumer Discretionary 26.94%
Information Technology 19.41%
Industrials 18.42%
Financials 14.23%
Healthcare 9.92%
Energy 3.63%
Consumer Staples 2.77%
Cash 2.69%
Materials 1.99%
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