Mutual Funds - Profile

Buffalo Small Cap Fund

US > Small-Cap > Growth

Rank

Universe Rank

Summary

The fund seeks capital appreciation in the long term by investing in small-size companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in companies that are estimated to experience growth.

The team seeks to identify companies that are estimated to have potential revenue growth in excess of the gross domestic product growth rate.

In addition, the team screens companies having attractive valuation, proven management teams, conservative More

Price

  • Last Close
  • $22.4
    -0.19
  • 52 Week HL
  • $24.81 - $16.11
  • Net Assets
  • $1280 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Mar 31, 2021

Top 10 Holdings
Mar 31, 2021

Company Holding
Natera, Inc. 2.98
CareDx, Inc. 2.38
Kornit Digital 1.93
Penn National 1.90
Bandwidth Inc 1.85
Company Holding
Upwork Inc. 1.84
Halozyme Therapeutics 1.84
The Lovesac 1.83
Air Transport 1.74
Guess Inc 1.73
Total 20.02%

Manager

  • Name
  • Jamie Cuellar
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Annual Reports

Performance
14.4 % YTD

  • 3 Year
  • 125.14%
  • 5 Year
  • 170.28%
  • Best
  • 52.49%
    2020
  • Worst
  • -29.86%
    2008

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
BUFSX 4%34%28%-10%21%10%-2%5%42%14%-4%
S&P 500 18%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 6.3% -19.9% 21.8% 2.3% 10.5% -5.7% 3.9% -3.5% 9.8% 14.5% -
Q2 8.5% 43.9% 5.8% 16.4% 5.5% 2.1% - -0.9% 10.6% -1.4% -
Q3 -0.8% 9.9% -4.2% 7.2% 5% 10.7% -12.1% -7.1% 11.5% 2.3% -
Q4 - 20.4% 3.5% -23.2% 2.6% -0.2% 3.8% 5.3% 7.3% 1.9% -

Returns +
M

J F M A M J J A S O N D
2021 5.9% 6% -5.3% 5.8% -3.2% 5.8% -3.3% 0.6% 2% - - -
2020 1.1% -6.4% -15.4% 19.2% 12.9% 6.9% 5.7% 4% -0.1% 1.7% 12.9% 4.9%

Annual Return

Index Comparison

Alpha

NAV