Small Cap Fund

Performance & Data


as of 1/31/2015

YTD 1-year 3-year 5-year 10-year Since Inception Inception Date
Buffalo Small Cap Fund
-3.67% -6.67% 13.49% 12.18% 7.37% 11.76% 4/14/1998
Russell 2000 Growth Index
-2.28% 5.01% 16.39% 17.33% 8.79% 5.30% N/A
Lipper Small Cap Growth Fund Index
-2.78% 1.15% 14.53% 15.44% 7.49% 5.99% 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: 1.00%


Fund Facts

as of 12/31/2014

Symbol BUFSX
Inception Date 4/14/1998
Total Fund Assets $3.2 Billion
Operating Expense (as of 7/29/2014) 1.00%
Distribution Schedule Semiannually
Cusip 119804102
Three Year Annualized Turnover 24.82%
Median Market Cap $2.66 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 09/30/2014

Align Technology Inc   3.78%
Stratasys Ltd   3.54%
Hexcel Corp New   3.52%
Dealertrack Technologies Inc Com   3.30%
Marketaxess Hldgs Inc   3.16%
Life Time Fitness Inc   2.93%
Proto Labs Inc   2.91%
Logmein Inc   2.88%
Corporate Executive Brd Co   2.77%
Deckers Outdoor Corp   2.73%

Percentage of Portfolio:

31.52%
Percentage of Cash / Cash Equivalents: 2.45%
Total Securities in Portfolio: 53

Top Sectors

as of 12/31/2014

Information Technology 31.63%
Consumer Discretionary 19.83%
Healthcare 15.65%
Industrials 14.83%
Financials 12.02%
Consumer Staples 2.95%
Cash 2.20%
Energy 0.89%
Materials 0.00%
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