17.25 Down -0.47 -2.65%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 17.72
Category Small Growth
Net Assets 332.11 Mil
Yield 0.00%
Morningstar Risk High
Morningstar Return Above Average
  • Last NAV update 7/31/2014 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term growth of capital. The fund invests in equity securities, consisting of 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 the fund's investments in equity securities will consist primarily of domestic securities, it may also invest up to 20% of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. stock exchanges.
CUMULATIVE PERFORMANCE OF $10,000
  2010 2011 2012 2013 2014
Return 26.86% 8.14% 24.30% 61.70% -13.62%
Value ($) 12,685.95 13,719.01 17,052.34 27,574.38 23,818.63
  • Year to date performance as of 7/31/2014 12:00 AM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Buffalo
Fund Manager John Bichelmeyer
Tenure (Years) 7
Fund Status Closed
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 250.00
Front Load 0.00
Expense Ratio 1.48%
PERFORMANCE
Symbol Value ($)
1 Month -7.46%
3 Months 1.11%
1 Year 4.74%
3 Years* 18.97%
5 Years* 21.99%
  • * Annualized returns
  • Performance as of 7/31/2014 12:00 AM ET
PEER COMPARISON
  BUFOX Small Growth
5-Yr Return 21.99% 16.79%
Sharpe Ratio 1.13 NA
Net Assets 332.11 Mil 283.20 Mil
Avg Market Cap 841.52 Mil 2.79 Bil
Avg P/E 45.73 26.95
Portfolio Turnover 23 81
HOLDINGS
Symbol Value ($)
Stocks 99.67%
Cash 0.33%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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