Large Cap Fund

Performance & Data

as of 2/28/2017

YTD 1-year 3-year 5-year 10-year Since Inception Inception Date
Buffalo Large Cap Fund
6.50% 22.67% 10.57% 13.83% 8.13% 9.24% 5/19/1995
Russell 1000 Growth Index
7.66% 22.15% 10.47% 13.79% 9.07% 8.64% N/A
Lipper Large Cap Growth Fund Index
8.66% 20.61% 7.24% 12.05% 7.59% 7.47% 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: 0.95%

Fund Facts

as of 12/31/2016

Symbol BUFEX
Inception Date 5/19/1995
Total Fund Assets $52.9 Million
Operating Expense (as of 7/29/2016) 0.95%
Distribution Schedule Semiannually
Cusip 119628105
Three Year Annualized Turnover 26.20%
Median Market Cap $44.06 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

Amazon Com Inc   5.50%
Facebook Inc   3.68%
Alphabet Inc   3.35%
Microsoft Corp   3.30%
Cerner Corp   3.22%
Apple Inc   3.06%
Cvs Health Corp   2.94%
Athenahealth Inc   2.74%
Priceline Grp Inc   2.65%
Equinix Inc   2.64%

Percentage of Portfolio:

Percentage of Cash / Cash Equivalents: 5.48%
Total Securities in Portfolio: 43

Top Sectors

as of 12/31/2016

Information Technology 21.18%
Health Care 20.05%
Consumer Discretionary 18.51%
Financials 11.15%
Industrials 10.73%
Cash 6.28%
Consumer Staples 4.31%
Energy 3.11%
Materials 2.51%
Real Estate 2.17%
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