32.90 Up +0.01 +0.03%
DETAILS
Symbol Value ($)
Morningstar Rating
Previous Close 32.89
Category Small Growth
Net Assets 3.12 Bil
Yield 0.00%
Morningstar Risk Average
Morningstar Return Above Average
  • Last NAV update 5/23/2013 4:00 PM ET
INVESTMENT OBJECTIVE
NA
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities, including domestic common stocks, preferred stocks, convertible preferred stocks, warrants and rights of small capitalization ("small-cap") companies. The advisor considers a company to be a small-cap company if, at time of purchase, it has a market capitalization of $2.5 billion or less. While the fund's investments will consist primarily of domestic securities, it 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 $10,000
  2009 2010 2011 2012 2013
Return 37.49% 16.59% -4.67% 19.93% 16.76%
Value ($) 13,749.00 16,029.96 15,281.36 18,326.94 21,398.54
  • Year to date performance as of 5/21/2013 8:00 PM ET
MANAGEMENT & PURCHASE INFO
Symbol Value ($)
Fund Family Buffalo
Fund Manager Kent Gasaway
Tenure (Years) 15
Fund Status Open
Minimum Initial Purchase 2,500.00
Minimum IRA Investment 250.00
Front Load 0.00
Expense Ratio 1.00%
PERFORMANCE
Symbol Value ($)
1 Month 9.63%
3 Months 9.82%
1 Year 27.59%
3 Years* 13.61%
5 Years* 10.21%
  • * Annualized returns
  • Performance as of 5/21/2013 8:00 PM ET
PEER COMPARISON
  BUFSX Small Growth
5-Yr Return 10.21% 6.80%
Sharpe Ratio 0.53 0.65
Net Assets 3.12 Bil 218.15 Mil
Avg Market Cap 1.73 Bil 1.73 Bil
Avg P/E 25.15 19.73
Portfolio Turnover 24 69
HOLDINGS
Symbol Value ($)
Stocks 96.11%
Cash 3.88%
Fixed Income 0.00%
Other 0.00%
DATA PROVIDERS

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Financial data in US dollars | Page generated 6:01 PM ET
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