Nasdaq - Delayed Quote USD

Buffalo Early Stage Growth Instl (BUIOX)

16.90 +0.27 (+1.62%)
At close: 8:00 PM EDT

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

Overall Portfolio Composition (%)

Cash 2.36%
Stocks 97.64%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average BUIOX Category Average
Price/Earnings 0.03 34.63
Price/Book 0.33 5.39
Price/Sales 0.56 3.86
Price/Cashflow 0.08 22.99
Median Market Cap 1,939.78 5,964.6
3 Year Earnings Growth 20.62 15.48

Bond Holdings

Performance & Risk

YTD Return 7.08%
5y Average Return 7.40%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Buffalo
Net Assets 73.94M
YTD Return 9.59%
Yield 0.00%
Morningstar Rating
Inception Date Jul 01, 2019

Fund Summary

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.

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