Buffalo Small Cap Growth Fund Inst (BUISX)
14.00
-0.01
(-0.07%)
USD |
Mar 04 2025
Returns Chart
Key Stats
Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
---|---|---|---|
-- | -- | -- | -- |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
-- | -- | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The Fund seeks long term capital growth. The Fund invests at least 80% of its asstes in equity securities, consisting of common stock, preferred stock, convertible securities, warrants and rights of "small-cap growth companies". |
General | |
Security Type | Mutual Fund |
Broad Asset Class | US Equity |
Broad Category | Equity |
Global Peer Group | Equity US Sm&Mid Cap |
Peer Group | Small-Cap Growth Funds |
Global Macro | Equity North America |
US Macro | Small-Cap Funds |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | Small-Cap Funds |
Fund Owner Firm Name | Buffalo Funds |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group Low
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group Low
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Peer Group High
YTD
% Rank:
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Peer Group Low
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of September 30, 2024.
Type | % Net |
---|---|
Cash | 1.22% |
Stock | 97.55% |
Bond | 1.23% |
Convertible | 0.00% |
Preferred | 0.00% |
Other | 0.00% |
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Shift4 Payments Inc | 3.21% | 92.54 | -1.13% |
Summit Materials Inc ORD
|
3.10% | -- | -- |
Vertex Inc | 2.83% | 32.65 | 1.44% |
Chart Industries Inc | 2.48% | 163.01 | -2.15% |
Ligand Pharmaceuticals Inc | 2.44% | 114.86 | -0.35% |
Hamilton Lane Inc | 2.42% | 146.22 | -0.49% |
Fidelity Instl Government Portfolio I | 2.39% | 1.00 | 0.00% |
Palomar Holdings Inc | 2.31% | 128.27 | 0.87% |
Champion Homes Inc | 2.30% | 98.84 | 0.47% |
JBT Marel Corp | 2.17% | 131.81 | -0.05% |
Fees & Availability
Fees | |
Actual 12B-1 Fee | -- |
Actual Management Fee | 0.85% |
Administration Fee | -- |
Maximum Front Load | -- |
Maximum Deferred Load | -- |
Maximum Redemption Fee | -- |
General Availability | |
Available for Insurance Product | -- |
Available for RRSP | -- |
Purchase Details | |
Open to New Investors |
|
Minimum Initial Investment | 250000.0 None |
Minimum Subsequent Investment | 100.00 None |
Basic Info
Investment Strategy | |
The Fund seeks long term capital growth. The Fund invests at least 80% of its asstes in equity securities, consisting of common stock, preferred stock, convertible securities, warrants and rights of "small-cap growth companies". |
General | |
Security Type | Mutual Fund |
Broad Asset Class | US Equity |
Broad Category | Equity |
Global Peer Group | Equity US Sm&Mid Cap |
Peer Group | Small-Cap Growth Funds |
Global Macro | Equity North America |
US Macro | Small-Cap Funds |
YCharts Categorization | -- |
YCharts Benchmark | -- |
Prospectus Objective | Small-Cap Funds |
Fund Owner Firm Name | Buffalo Funds |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Fundamentals
General | |
Distribution Yield | -- |
Dividend Yield TTM | -- |
30-Day SEC Yield | -- |
7-Day SEC Yield | -- |
Stock | |
Weighted Average PE Ratio | -- |
Weighted Average Price to Sales Ratio | -- |
Weighted Average Price to Book Ratio | -- |
Weighted Median ROE | -- |
Weighted Median ROA | -- |
ROI (TTM) | -- |
Return on Investment (TTM) | -- |
Earning Yield | -- |
LT Debt / Shareholders Equity | -- |
Growth Metrics
EPS Growth (1Y) | 20.55% |
EPS Growth (3Y) | 24.82% |
EPS Growth (5Y) | 24.50% |
Sales Growth (1Y) | 13.85% |
Sales Growth (3Y) | 24.63% |
Sales Growth (5Y) | 22.62% |
Sales per Share Growth (1Y) | 13.10% |
Sales per Share Growth (3Y) | 21.06% |
Operating Cash Flow - Growth Ratge (3Y) | 29.50% |
As of September 30, 2024
Fund Details
Key Dates | |
Inception Date | 4/14/1998 |
Last Annual Report Date | 3/31/2024 |
Last Prospectus Date | 7/29/2024 |
Share Classes | |
BUFSX | Inv |
Attributes | |
Index Fund | -- |
Inverse Fund | -- |
Leveraged Fund | -- |
Fund of Funds | No |
Currency Hedged Fund | -- |
Synthetic Replication Fund | No |
Top Portfolio Holders
Name | % Weight |
---|---|
Portfolio A | 5.00% |
Portfolio B | 3.50% |
Portfolio C | 2.25% |
Excel Add-In Codes
Name: =YCI("M:BUISX", "name") |
Broad Asset Class: =YCI("M:BUISX", "broad_asset_class") |
Broad Category: =YCI("M:BUISX", "broad_category_group") |
Prospectus Objective: =YCI("M:BUISX", "prospectus_objective") |
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |