14.69 Up +0.14 +0.96%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 14.55
Category Small Growth
Net Assets 93.98 Mil
Yield 0.00%
Morningstar Risk Above Average
Morningstar Return High
  • Last NAV update 5/17/2013 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term growth of capital. The fund invests primarily in domestic common stocks, preferred stocks, convertible securities, warrants and rights of companies that, at the time of purchase by the fund, have market capitalizations of $1 billion or less. While its investments will consist primarily of domestic securities, the fund may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.
CUMULATIVE PERFORMANCE OF $10,000
  2009 2010 2011 2012 2013
Return 48.16% 26.86% 8.14% 24.30% 18.66%
Value ($) 14,816.00 18,795.58 20,325.54 25,264.65 29,979.03
  • Year to date performance as of 5/16/2013 8:00 PM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Buffalo
Fund Manager Grant Sarris
Tenure (Years) 9
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 250.00
Front Load 0.00
Expense Ratio 1.50%
PERFORMANCE
Symbol Value ($)
1 Month 12.57%
3 Months 9.46%
1 Year 33.79%
3 Years* 21.25%
5 Years* 12.93%
  • * Annualized returns
  • Performance as of 5/16/2013 8:00 PM ET
PEER COMPARISON
  BUFOX Small Growth
5-Yr Return 12.93% 6.80%
Sharpe Ratio 0.97 0.65
Net Assets 93.98 Mil 218.15 Mil
Avg Market Cap 623.86 Mil 1.73 Bil
Avg P/E 28.14 19.73
Portfolio Turnover 31 69
HOLDINGS
Symbol Value ($)
Stocks 88.91%
Cash 11.09%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Japanese stock price data provided by Nomura Research Institute Ltd.; quotes delayed 20 minutes. Canadian fund data provided by CANNEX Financial Exchanges Ltd.

Financial data in US dollars | Page generated 2:34 PM ET
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