Buffalo Small Cap
(BUFSX)
33.95
+0.40
+1.19%
+0.40
+1.19%
MORE ON BUFSX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 33.55 |
| Category | Small Growth |
| Net Assets | 3.37 Bil |
| Yield | 0.00% |
| Morningstar Risk | Average |
| Morningstar Return | Above Average |
- Last NAV update 6/19/2013 12:22 AM 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, consisting of domestic common stocks, preferred stocks, convertible preferred stocks, warrants and rights of small capitalization ("small-cap") companies. 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 $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 37.49% | 16.59% | -4.67% | 19.93% | 20.52% |
| Value ($) | 13,749.19 | 16,030.53 | 15,282.70 | 18,328.26 | 22,088.90 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Buffalo |
| Fund Manager | Kent Gasaway |
| Tenure (Years) | 15 |
| Fund Status | Closed |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 250.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.00% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | 2.14% |
| 3 Months | 11.24% |
| 1 Year | 29.61% |
| 3 Years* | 14.61% |
| 5 Years* | 11.40% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| BUFSX | Small Growth | |
|---|---|---|
| 5-Yr Return | 11.40% | 7.63% |
| Sharpe Ratio | 0.72 | 2.46 |
| Net Assets | 3.37 Bil | 234.18 Mil |
| Avg Market Cap | 1.91 Bil | 2.16 Bil |
| Avg P/E | 24.33 | 22.55 |
| Portfolio Turnover | 34 | 62 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 96.60% |
| Cash | 3.40% |
| Fixed Income | 0.00% |
| Other | 0.00% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Align Technology, Inc. | 3.93% |
| Hexcel Corporation | 3.13% |
| Adtran, Inc. | 3.01% |
| Lufkin Industries, Inc. | 3.00% |
| Corporate Executive Board Company | 2.93% |
| Semtech Corporation | 2.69% |
| Stratasys Ltd | 2.62% |
| Life Time Fitness, Inc. | 2.57% |
| CoStar Group, Inc. | 2.51% |
| AthenaHealth, Inc. | 2.47% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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