Small Cap Fund

Performance & Data


as of 10/31/2016

YTD 1-year 3-year 5-year 10-year Since Inception Inception Date
Buffalo Small Cap Fund
0.28% 0.38% -2.40% 8.99% 5.41% 10.56% 4/14/1998
Russell 2000 Growth Index
0.80% -0.49% 3.70% 11.34% 6.92% 4.88% N/A
Lipper Small Cap Growth Fund Index
1.59% 0.52% 2.69% 10.37% 6.16% 5.60% 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.

Expense Ratio: 1.01%


Fund Facts

as of 9/30/2016

Symbol BUFSX
Inception Date 4/14/1998
Total Fund Assets $805.5 Million
Operating Expense (as of 7/29/2016) 1.01%
Distribution Schedule Semiannually
Cusip 119804102
Three Year Annualized Turnover 28.54%
Median Market Cap $2.17 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 06/30/2016

Logmein Inc   2.74%
Nevro Corp   2.58%
Sps Comm Inc   2.48%
Marketaxess Hldgs Inc   2.41%
Cogent Communications Holdin   2.38%
Wageworks Inc   2.27%
Costar Group Inc   2.26%
Cyberark Software Ltd   2.21%
Monolithic Pwr Sys Inc   2.14%
Financial Engines Inc   2.13%

Percentage of Portfolio:

23.6%
Percentage of Cash / Cash Equivalents: 2.21%
Total Securities in Portfolio: 64

Top Sectors

as of 9/30/2016

Information Technology 25.47%
Health Care 22.16%
Consumer Discretionary 15.31%
Industrials 13.86%
Financials 7.51%
Cash 6.76%
Telecommunication Services 3.40%
Consumer Staples 2.42%
Real Estate 1.35%
Materials 1.29%
Energy 0.48%
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