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Buffalo Early Stage Growth Fd (BUFOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.54+0.20 (+1.30%)
As of 08:06AM EDT. Market open.

Buffalo Early Stage Growth Fd

Milwaukee, WI 53201

P.O. Box 701

Buffalo Funds

Management information
,Lead manager since 10 May 2015
Doug Cartwright, CFA, Co-Portfolio Manager and partner. Mr. Cartwright has been an investment professional since 2006 and joined Kornitzer Capital Management in 2013. Mr. Cartwright was formerly an equity analyst with Kellogg Asset Management and a credit analyst with Waddell & Reed Investment Management. Mr. Cartwright holds a B.A. in Business Administration from Baylor University and an M.B.A from the Wisconsin School of Business Applied Securities Analysis Program. Mr. Cartwright has served as co-portfolio manager of the Emerging Opportunities Fund since 2015.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Growth
Fund familyBuffalo
Net assets72.32M
YTD return-1.75%
Yield0.00%
Morningstar rating★★
Inception date20 May 2004

Fund operations

Last dividendN/A
Last cap gain4.00
Holdings turnover10.00%
Average for categoryN/A

Fees and expenses

ExpenseBUFOXCategory average
Annual report expense ratio (net)1.50%1.21%
Prospectus net expense ratio1.50%N/A
Prospectus gross expense ratio1.50%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A