Morningstar

Buffalo Early Stage Growth Fund BUFOX

Morningstar Medalist Rating
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Medalist Rating as of See Buffalo Investment Hub
  • NAV / 1-Day Return $17.48  /  +1.57 %
  • Fund Size $63.6M
  • Adjusted Expense Ratio 1.480%
  • Net Expense Ratio 1.480%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

Morningstar’s Analysis BUFOX

Will BUFOX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BUFOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BUFOX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BUFOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Buffalo Early Stage Growth Fd holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BUFOX

More BUFOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cardinal Infrastructure Group Inc Ordinary Shares- Class A

3.06 2M
Industrials

Ouster Inc Ordinary Shares - Class A

2.93 2M
Technology

Ambiq Micro Inc

2.56 2M
Technology

OneSpaWorld Holdings Ltd

2.42 2M
Consumer Cyclical

WisdomTree Inc

2.36 2M
Financial Services

Guardian Pharmacy Services Inc Class A Shares

2.23 2M
Healthcare

ACM Research Inc Class A

2.21 2M
Technology

Transcat Inc

2.15 2M
Industrials

HealthStream Inc

1.94 1M
Healthcare

Impinj Inc

1.87 1M
Technology

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