Nasdaq - Delayed Quote USD

Buffalo Early Stage Growth Instl (BUIOX)

16.90 +0.27 (+1.62%)
At close: 6:05 PM EDT
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DELL
  • Previous Close 16.63
  • YTD Return 9.59%
  • Expense Ratio 1.35%
  • Category Small Growth
  • Last Cap Gain 12.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 73.94M
  • Beta (5Y Monthly) 1.08
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend --
  • Inception Date Jul 1, 2019

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of “early stage growth companies". In addition to the fund's investments in 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.

Buffalo

Fund Family

Small Growth

Fund Category

73.94M

Net Assets

2019-07-01

Inception Date

Performance Overview: BUIOX

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Trailing returns as of 10/24/2024. Category is Small Growth.

YTD Return

BUIOX
9.59%
Category
12.40%
 

1-Year Return

BUIOX
20.27%
Category
55.69%
 

3-Year Return

BUIOX
6.65%
Category
19.34%
 

5-Year Return

BUIOX
8.49%
Category
20.72%
 

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Holdings: BUIOX

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Top 10 Holdings (28.29% of Total Assets)

SymbolCompany% Assets
HLNE
Hamilton Lane Incorporated 3.34%
WLDN
Willdan Group, Inc. 3.17%
VRRM
Verra Mobility Corporation 3.03%
CODI
Compass Diversified 2.92%
TRNS
Transcat, Inc. 2.77%
CYBR
CyberArk Software Ltd. 2.69%
BWMN
Bowman Consulting Group Ltd. 2.66%
HSTM
HealthStream, Inc. 2.59%
OSW
OneSpaWorld Holdings Limited 2.56%
APOG
Apogee Enterprises, Inc. 2.56%

Sector Weightings

SectorBUIOX
Industrials   34.86%
Healthcare   18.19%
Technology   17.78%
Real Estate   1.78%
Energy   1.60%
Utilities   0.00%

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