Buffalo Small Cap Growth Fund Inst (BUISX)
13.54
+0.02
(+0.15%)
USD |
Mar 12 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
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1 Year
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Peer Group High
3 Months
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Peer Group High
3 Years
% Rank:
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Peer Group High
6 Months
% Rank:
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Peer Group High
5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 13, 2025.
Asset Allocation
As of December 31, 2024.
| Type | % Net |
|---|---|
| Cash | 1.00% |
| Stock | 97.61% |
| Bond | 1.39% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Shift4 Payments Inc | 3.21% | 90.33 | 1.63% |
|
Summit Materials Inc ORD
|
3.10% | -- | -- |
| Vertex Inc | 2.83% | 33.99 | 5.72% |
| Chart Industries Inc | 2.48% | 146.07 | -1.02% |
| Ligand Pharmaceuticals Inc | 2.44% | 108.09 | 2.17% |
| Hamilton Lane Inc | 2.42% | 141.47 | 1.01% |
| Fidelity Instl Government Portfolio I | 2.39% | 1.00 | 0.00% |
| Palomar Holdings Inc | 2.31% | 130.44 | -0.59% |
| Champion Homes Inc | 2.30% | 94.06 | -0.17% |
| JBT Marel Corp | 2.17% | 124.20 | -0.91% |
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) | 20.48% |
| EPS Growth (3Y) | 24.97% |
| EPS Growth (5Y) | 22.44% |
| Sales Growth (1Y) | 12.60% |
| Sales Growth (3Y) | 22.43% |
| Sales Growth (5Y) | 19.67% |
| Sales per Share Growth (1Y) | 10.07% |
| Sales per Share Growth (3Y) | 17.70% |
| Operating Cash Flow - Growth Ratge (3Y) | 29.15% |
As of December 31, 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. |