Discovery Fund

Performance & Data


as of 2/28/2017

YTD 1-year 3-year 5-year 10-year Since Inception Inception Date
Buffalo Discovery Fund
5.94% 20.30% 7.51% 13.31% 10.10% 8.72% 4/16/2001
Russell Midcap Growth Index
6.31% 21.54% 7.01% 12.32% 8.13% 8.13% N/A
Russell 3000 Growth Index
7.39% 22.77% 10.06% 13.67% 8.98% 6.51% N/A
Lipper Multi-Cap Growth Fund Index
7.99% 22.93% 6.87% 12.35% 7.66% 5.88% N/A
 

Data represented reflects past performance and is no guarantee of future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original value. Current performance may be lower or higher than the performance quoted. Performance current to the most recent quarter end may be obtained by clicking here.

Expense Ratio: 1.02%


Fund Facts

as of 12/31/2016

Symbol BUFTX
Inception Date 4/16/2001
Total Fund Assets $1.2 Billion
Operating Expense (as of 7/29/2016) 1.02%
Distribution Schedule Semiannually
Cusip 119530103
Three Year Annualized Turnover 37.48%
Median Market Cap $9.52 Billion

Investment Minimums

Initial Purchase $2,500.00
Initial IRA and UGMA/UTMA $250.00
Subsequent Purchase
By Mail $100.00
By Telephone (ACH) $100.00
By Wire $100.00
Automatic Monthly Purchases
Initial $100.00
Subsequent $100.00

Top 10 Holdings

as of 09/30/2016

Alphabet Inc   2.26%
Danaher Corp Del   1.79%
S&P Global Inc   1.79%
Akorn Inc   1.75%
Cerner Corp   1.74%
Equinix Inc   1.72%
Intercontinental Exchange Inc Com   1.66%
Athenahealth Inc   1.64%
Nielsen Hldgs Plc   1.61%
Commvault Systems Inc   1.61%

Percentage of Portfolio:

17.57%
Percentage of Cash / Cash Equivalents: 15.91%
Total Securities in Portfolio: 82

Top Sectors

as of 12/31/2016

Information Technology 22.28%
Health Care 18.81%
Consumer Discretionary 16.68%
Industrials 13.95%
Financials 9.41%
Materials 6.00%
Cash 4.85%
Real Estate 3.12%
Consumer Staples 2.68%
Energy 2.24%
Utilities 0.00%
Telecommunication Services 0.00%


Fund holdings are subject to change at any time and are not recommendations to buy or sell any security. Current and future portfolio holdings are subject to risk.

Top 10 holdings cannot be disclosed before we file complete holdings (approximately 60 days after quarter end). Those listed are for the previous quarter.

Periodic Investment Plans do not assure a profit and do not protect against loss in declining market.

Click here for definitions