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BUFGX:NASDAQ

Buffalo Growth Fund – BUFGX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
36.92-0.07 (-0.19%)32.26 - 37.060.0

Market data as of 6:05PM 07/25/14. Quotes are delayed by at least 15 min.

Overview - BUFGX

The investment seeks long-term growth of capital. The fund invests in domestic common stocks and other U.S. equity securities, including preferred stock, convertible securities, warrants and rights, with a goal of maintaining at least 75% of the equity weighting of the fund's portfolio in companies with market capitalizations greater than the median of the Russell 1000 Growth Index® or $5 billion, whichever is lower.

Growth of $10,000 (10 Years)

Total Return10.14%
Yield (Trailing 12 Mo.)0.58%
Expense Ratio0.92%
Front LoadNone
Deferred LoadNone
Minimum Investment$2,500
Management Tenure19 Years
Fund Inception05/19/1995

Trailing Total Returns - BUFGX

as of 06/30/2014
TimeframeBUFGXS&P 500Large Growth
1 Month2.09%2.07%2.46%
3 Month3.19%5.23%4.18%
Year-to-Date4.96%7.14%4.68%
1 Year26.95%24.61%26.22%
3 Year14.61%16.58%14.42%
5 Year18.46%18.83%17.64%
10 Year8.43%7.78%7.77%
Since Inception10.14%10.67%--

Sector Allocation - BUFGX

as of 06/30/2014
Basic Materials
 
5.32%
Consumer Cyclical
 
16.66%
Financial Services
 
10.38%
Real Estate
 
0.00%
Consumer Defensive
 
6.76%
Healthcare
 
11.38%
Utilities
 
0.00%
Communication Services
 
0.00%
Energy
 
6.35%
Industrials
 
17.56%
Technology
 
25.58%

Asset Allocation - BUFGX

as of 06/30/2014
By PercentShort0%LongNet
Stock--
 
 
93.9293.92
Bond--
 
 
0.000.00
Other--
 
 
0.000.00
Foreign Stock--
 
 
1.461.46
Foreign Bond--
 
 
0.000.00
Total--95.3895.38
Cash--
 
 
4.624.62
Total Net Assets$623.74M
Total Stock Holdings59
Total Bond Holdings0

Top Ten Holdings - BUFGX

as of 06/30/2014
CompanyYTD Return% of Assets
AAPL17.82%3.83%
AGN52.48%2.77%
GOOGL5.45%2.48%
ALGN0.39%2.42%
BHI35.41%2.40%
FB24.54%2.40%
EMC7.06%2.26%
GTLS-12.59%2.18%
SLB31.67%2.13%
NKE-0.20%2.08%

Valuation & Growth - BUFGX

as of 06/30/2014
ValuationBUFGXCategory Range
Price/Earnings24.39
Price/Book3.32
Price/Sales2.47
Price/Cash Flow15.19
Dividend Yield1.53
LT Earnings13.54
Historical Earnings14.87
Sales Growth7.09
Cash-Flow Growth7.79
Book-Value Growth8.36
Key:  Lo 
 Hi

Morningstar Summary - BUFGX, 3 Year

Management Style
Large Cap
Medium Cap
Small Cap
Ratingvs Category
Overall
RiskAbove Avg
ReturnAvg
Key:  Lo 
 Hi

Tax Analysis - BUFGX, 3 Year Avg

Pretax Return14.61%
Tax-adjusted Return13.67%
Tax Cost Ratio0.82%
Potential Cap Gains34.49%

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