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Buffalo Small Cap Growth Fund Investor Class: (MF: BUFSX)
(NASDAQ Mutual Funds) As of Nov 6, 2024 08:00 PM ET
$15.65 USD
+0.73 (4.89%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.29 | 83 |
| 3 months | 8.06 | 49 |
| 6 months | 2.85 | 72 |
| 1 Year | 15.65 | 94 |
| 3 Year | -8.50 | 96 |
| 5 Year | 9.31 | 60 |
| 10 Year | 9.54 | 29 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 16.96 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 9/30/2024 | 413.83 |
| % Turnover 9/30/2024 | 52.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.11 | 1.13 | 1.16 |
| Alpha | -18.16 | -6.04 | -4.17 |
| R Squared | 0.68 | 0.64 | 0.66 |
| Std. Dev. | 23.45 | 25.31 | 21.88 |
| Sharpe | -0.40 | 0.40 | 3.00 |
Sector / Country Weightings
| As of 9/30/2024 | % of Portfolio |
|---|---|
| Technology | 19.92 |
| Industrial Cyclical | 19.64 |
| Health | 19.57 |
| Services | 9.92 |
| Non-Durable | 9.81 |
| Finance | 8.81 |
| Retail Trade | 4.38 |
| Other | 2.40 |
| Consumer Durables | 2.34 |
| Energy | 2.03 |
| Utilities | 1.18 |
Portfolio Holdings
| Top Equity Holdings (As of 6/30/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| HALOZYME THERAPEUTICS INC | 2.87 | 18.01 |
| ICF INTERNATIONAL INC | 2.81 | 17.69 |
| SUMMIT MATERIALS INC | 2.75 | 17.25 |
| HAMILTON LANE INC | 2.64 | 16.62 |
| SHIFT4 PAYMENTS INC | 2.57 | 16.15 |
| TOTAL*SHORT TERM INVESTME | 2.45 | 15.37 |
| BRP GROUP INC | 2.30 | 14.49 |
| ADVANCED DRAINAGE SYSTEMS | 2.14 | 13.45 |
| PALOMAR HOLDINGS INC | 2.07 | 13.01 |
Stock Holding % of Net Assets
| As Of | 6/30/2024 |
| Total Issues | 74 |
| Avg. P/E | 27.88 |
| Avg. P/Book | 3.70 |
| Avg. EPS Growth | 10.3 |
| Avg. Market Value (Mil $) | 4,516 |
Allocation
| % of Portfolio | |
| Large Growth | 0.00 |
| Large Value | 9.38 |
| Small Growth | 82.21 |
| Small Value | 0.00 |
| Foreign Stock | 2.21 |
| Emerging Market | 0.00 |
| Precious Metal | 0.69 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |