Buffalo Small Cap Institutional (BUISX)
23.15
+0.21 (+0.92%)
USD |
Jul 23
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.87% | 1.197B | 0.00% | 63.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| 235.73M | 53.87% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of small capitalization ("small-cap") companies. It defines small-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Morningstar US Small Growth Index. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | BUFSX |
| Equity Style | Small Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Growth |
| Category Index | Russell 2000 Growth TR USD |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | Buffalo |
| Prospectus Benchmark Index | |
| Morningstar US Small Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Robert Male | 23.23 yrs |
| Jamie Cuellar | 6.49 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
17
235.73M
-2.060B
Category Low
1.480B
Category High
3 Months
% Rank:
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3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of June 30, 2021
Performance Versus Category
As of July 23, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of July 23, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Fidelity® Inv MM Fds Government I | 5.03% | 1.00 | 0.00% |
| Ligand Pharmaceuticals Inc | 2.12% | 122.00 | -0.22% |
| Cambium Networks Corp | 2.09% | 41.70 | 1.91% |
|
GenMark Diagnostics Inc
|
2.04% | -- | -- |
| Natera Inc | 1.91% | 114.00 | -2.41% |
| ICF International Inc | 1.86% | 89.04 | 0.07% |
| Kornit Digital Ltd | 1.82% | 127.18 | 1.50% |
| Upwork Inc | 1.73% | 55.73 | 0.89% |
| Bandwidth Inc Class A | 1.70% | 133.56 | -1.36% |
| Advanced Drainage Systems Inc | 1.62% | 121.32 | 1.46% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | Upgrade |
| Administration Fee | -- |
| Performance Fee | -- |
| Switching Fee | -- |
| Transaction Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
Basic Info
| Investment Strategy | |
| The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of small capitalization ("small-cap") companies. It defines small-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Morningstar US Small Growth Index. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | BUFSX |
| Equity Style | Small Cap/Growth |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Growth |
| Category Index | Russell 2000 Growth TR USD |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | Buffalo |
| Prospectus Benchmark Index | |
| Morningstar US Small Growth TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Robert Male | 23.23 yrs |
| Jamie Cuellar | 6.49 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (7-23-21) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of March 31, 2021
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 7/1/2019 |
| Last Annual Report Date | 3/31/2021 |
| Last Prospectus Date | 7/29/2020 |
| Share Classes | |
| BUFSX | Inv |
| Attributes | |
| Enhanced Index Fund | No |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |