Kiplinger: Top-Performing Mutual Funds

Media Coverage

Kiplinger: Top-Performing Mutual Funds

Overview

Kiplinger recognized the Buffalo Small Cap and Early Stage Growth Funds as “Top-Performing Mutual Funds” in their recent fund analysis for the period ending February 28, 2021.

The Buffalo Small Cap Fund (BUFSX) ranked #4 in the Small-Company Stock Funds category for the 20-year annualized return and #7 for 1-year annualized return, based on Morningstar’s universe of 25,000+ funds. (BUFSX was not ranked in the top 10 for the 3-, 5-, or 10-year time periods)

The Buffalo Early Stage Growth Fund (BUFOX) ranked #7 in the Small-Company Stock Funds category for the 10-year annualized return. (BUFOX was not ranked in the top 10 for the 1-, 3-, 5-, or 20-year time periods)

Management Teams:

Performance data quoted represents past performance; past performance does not guarantee 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 cost. Current performance of the funds may be lower of higher than the performance quoted. Quarter-end performance can be obtained here and month-end performance can be obtained here.
Small Cap Fund

Small Cap Fund

Total Assets $1.13 Billion  (3/31/21)
Expense Ratio 1.02% / 0.87%
Benchmark Morningstar U.S. Small Growth

Early Stage Growth Fund

Early Stage Growth Fund

Total Assets $131.77 Million  (3/31/21)
Expense Ratio 1.51% / 1.37%
Benchmark Morningstar U.S. Small Growth

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7 Buffalo Funds Named to IBD Best Mutual Funds 2021 List

7 Buffalo Funds Named to IBD Best Mutual Funds 2021 List

Media Coverage

7 Buffalo Funds Named to IBD Best Mutual Funds 2021 List

Overview

The Buffalo Funds recently had seven funds selected for the Investor’s Business Daily 2021 Best Mutual Funds Award Winner list, in the 6th annual ranking by the investment publication.

Best U.S. Diversified

  • Buffalo Early Stage Growth Fund
  • Buffalo Small Cap Fund
  • Buffalo Discovery Fund
  • Buffalo Large Cap Fund
  • Buffalo Growth Fund

Best Large Cap

  • Buffalo Large Cap Fund
  • Buffalo Growth Fund

Best Mid Cap

  • Buffalo Discovery Fund

Best Small Cap

  • Buffalo Early Stage Growth Fund
  • Buffalo Small Cap Fund

Best International

  • Buffalo International Fund

Best U.S. Taxable Bond

  • Buffalo High Yield Fund

Funds named to IBD’s list were chosen because they have outperformed their benchmark index over the past 1, 3, 5, and 10-year periods, as of 12/31/20. In order to make the list, funds must have outperformed in all four time periods. IBD made its selections from 3,368 mutual funds that met the criteria of having at least 10 years of operation.

We’re honored that our funds have been recognized in this way by IBD. These funds exemplify our firm’s goal of consistently delivering strong risk-adjusted performance to our shareholders, said Kent Gasaway, president of the Buffalo Funds.

To view IBD’s complete list and analysis of the Best Mutual Funds 2021, please visit: https://www.investors.com/etfs-and-funds/mutual-funds/best-mutual-funds-beating-sp-500-over-last-1-3-5-10-years/

Performance data quoted represents past performance; past performance does not guarantee 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 data current to the most recent month-end may be obtained here. Performance data current to the most recent quarter-end may be obtained here. Performance is annualized for periods greater than 1 year.

Opinions expressed are those of the author or Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.

References to other mutual funds should not to be considered an offer to buy or sell these securities.

HIGHLIGHT

Seven Buffalo Funds were named to Investor’s Business Daily Best Mutual Funds 2021 list, including the Best U.S. Diversified, Growth, Large Cap, Mid Cap, Small Cap, International, and U.S. Taxable Bond Fund categories.

MEDIA CONTACT

Joel Crampton
Director of Marketing
(913) 647-9881
Email

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Terms of Use – Email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of the Buffalo Funds, Kornitzer Capital Management, or any of their affiliates. The information contained in the emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Buffalo's terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.

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“This Small-Cap Fund Is Performing Big”

“This Small-Cap Fund Is Performing Big”

“This Small-Cap Fund Is Performing Big”

Buffalo Small Cap Fund co-portfolio manager Jamie Cuellar, CFA, was recently featured in an article in Financial Advisor magazine, discussing the future growth potential of small cap stocks. Jamie also discusses growth vs value investing in small cap companies and why they have significantly outperformed value stocks in recent years.

I think more people are willing to step out on the risk curve given that interest rates are low and the economy is improving, and some people are rotating into small caps because of that. ~ Jamie Cuellar, CFA

The article also goes into the Small Cap Fund’s team approach to the companies held in the Fund, and Jamie identified several companies within the Fund’s portfolio that exemplify their investment philosophy:

  • Kornit Digital – KRNT (NASDAQ)
  • Bandwidth Inc. – BAND (NASDAQ)
  • ICF International – ICFI (NASDAQ)
By clicking the button, you are leaving the Buffalo Funds website and entering a third-party website. The Fund is not responsible for, nor can guarantee the accuracy of, any information contained on a third-party website.

The Buffalo Small Cap Fund has been a prime beneficiary of the recent extraordinary rebound in U.S. stocks due to the Fund’s focus on small cap companies, which generally tend to outperform the broader market in economic recoveries.

BUFSX/BUISX Portfolio Managers
– Jamie Cuellar, Alex Hancock, Bob Male
Past performance does not guarantee future results. Earnings growth is not representative of the fund’s future performance.

Opinions expressed are those of the author or Funds and are subject to change, are not intended to be a forecast of future events, a guarantee of future results, nor investment advice. References to other mutual funds should not to be considered an offer to buy or sell these securities. As of 12/31/20 the Buffalo Small Cap Fund held Kornit Digital 1.93%, Bandwidth 1.85%, and ICF International 1.70%. A complete list of the Fund’s holdings can be found here. Fund holdings are subject to change and should not be considered a recommendation to buy or sell any security. ESG (Environmental, Social, and Corporate Governance) refers to the three central factors in measuring the sustainability and societal impact of an investment in a company or business.

Annualized Performance (%)

As of 3/31/213 MOYTD1 YR3 YR5 YR10 YR15 YR20 YRSince Inception
(4/14/98)
BUFFALO SMALL CAP FUND - Investor6.296.29120.7831.9127.4516.0111.7313.1714.02
BUFFALO SMALL CAP FUND - Institutional6.326.32121.1432.1027.6316.1811.9013.3414.19
  Morningstar U.S. Small Growth Index-0.42-0.4281.9218.4819.4313.3610.259.477.59
  Lipper Small Cap Growth Fund Index4.834.8389.9620.1720.4913.479.979.488.58
  Morningstar Small Growth Category6.936.9395.9720.4920.4613.4310.3310.548.86

The expense ratio for BUISX is 0.87% and 1.02% for BUFSX. Performance data quoted represents past performance; past performance does not guarantee 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 cost. Current performance of the fund may be lower of higher than the performance quoted and can be found here; quarter-end performance can be found here. Performance is annualized for periods greater than 1 year. Fund performance may be subject to substantial short term changes.

Annualized Performance (%) as of 12/31/20

 1 Yr3 yr5 Yr10 Yr
Buffalo Small Cap Fund (BUFSX)66.3630.2524.4315.94
Russell 2000 Growth Total Return Index34.6316.2016.3613.48

Related Articles


Kiplinger: Top-Performing Mutual Funds

Media Coverage

Kiplinger: Top-Performing Mutual Funds

Overview

Kiplinger recognized the Buffalo Small Cap Fund as a “Top-Performing Mutual Fund” in their recent fund analysis for the period ending January 31, 2021.

The Buffalo Small Cap Fund (BUFSX) ranked #4 in the Small-Company Stock Funds category for the 20-year annualized return and #8 for 1-year annualized return, based on Morningstar’s universe of 25,000+ funds. (BUFSX was not ranked in the top 10 for the 3-, 5-, or 10-year time periods)

Management Team:

Performance data quoted represents past performance; past performance does not guarantee 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 cost. Current performance of the funds may be lower of higher than the performance quoted. Quarter-end performance can be obtained here and month-end performance can be obtained here.
Small Cap Fund

Small Cap Fund

Total Assets $1.13 Billion  (3/31/21)
Expense Ratio 1.02% / 0.87%
Benchmark Morningstar U.S. Small Growth

Sign Up for Automatic Updates

Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.

FOR FINANCIAL PROFESSIONALS

Terms of Use – Email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of the Buffalo Funds, Kornitzer Capital Management, or any of their affiliates. The information contained in the emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Buffalo's terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.

FOR INDIVIDUAL INVESTORS

Kiplinger: Top-Performing Mutual Funds

Media Coverage

Kiplinger: Top-Performing Mutual Funds

Overview

Kiplinger recognized the Buffalo Small Cap Fund and Early Stage Growth Funds as “Top-Performing Mutual Funds” in their recent fund analysis for the period ending December 31, 2020.

The Buffalo Small Cap Fund (BUFSX) ranked #3 in the Small-Company Stock Funds category for the 20-year annualized return and #9 for 1-year annualized return, while the Buffalo Early Stage Growth Fund (BUFOX) ranked #10 in the category for 10-year annualized returns, based on Morningstar’s universe of 25,000+ funds. (BUFSX was not ranked in the top 10 for the 3-, 5-, or 10-year time periods; BUFOX not ranked for the 1-, 3-, 5-, or 20-year time periods)

Management Team:

Performance data quoted represents past performance; past performance does not guarantee 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 cost. Current performance of the funds may be lower of higher than the performance quoted. Quarter-end performance can be obtained here and month-end performance can be obtained here.
Small Cap Fund

Small Cap Fund

Total Assets $1.13 Billion  (3/31/21)
Expense Ratio 1.02% / 0.87%
Benchmark Morningstar U.S. Small Growth

Early Stage Growth Fund

Early Stage Growth Fund

Total Assets $131.77 Million  (3/31/21)
Expense Ratio 1.51% / 1.37%
Benchmark Morningstar U.S. Small Growth

Sign Up for Automatic Updates

Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.

FOR FINANCIAL PROFESSIONALS

Terms of Use – Email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of the Buffalo Funds, Kornitzer Capital Management, or any of their affiliates. The information contained in the emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Buffalo's terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.

FOR INDIVIDUAL INVESTORS

FinancialPlanning.com: Small-Cap Funds with the Best 10-year Returns

Media Coverage

FinancialPlanning.com: Small-Cap Funds with the Best 10-year Returns

Overview

FinancialPlanning.com included the Buffalo Small Cap Fund and Early Stage Growth Fund in their list of small cap funds with the best performance over the past 10 years, as of November 16, 2020.

The Buffalo Small Cap Fund (BUFSX) ranked #17 and the Buffalo Early Stage Growth Fund (BUFOX) ranked #7, based on Morningstar’s universe of 25,000+ funds.

Management Teams:

To see the list on FinancialPlanning.com, click here.

Performance data quoted represents past performance; past performance does not guarantee 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 cost. Current performance of the funds may be lower of higher than the performance quoted. Quarter-end performance can be obtained here and month-end performance can be obtained here.
Small Cap Fund

Small Cap Fund

Total Assets $1.13 Billion  (3/31/21)
Expense Ratio 1.02% / 0.87%
Benchmark Morningstar U.S. Small Growth

Early Stage Growth Fund

Early Stage Growth Fund

Total Assets $131.77 Million  (3/31/21)
Expense Ratio 1.51% / 1.37%
Benchmark Morningstar U.S. Small Growth

Sign Up for Automatic Updates

Stay up-to-date with the most recent media coverage and press releases about the Buffalo Funds.

FOR FINANCIAL PROFESSIONALS

Terms of Use – Email lists are created for use by U.S. investment professionals only and are published strictly for informational purposes. Providing access to the content of these emails does not explicitly or implicitly constitute a solicitation of services or products of the Buffalo Funds, Kornitzer Capital Management, or any of their affiliates. The information contained in the emails is not intended for distribution to, or for use by, investment professionals in a jurisdiction where distribution or purchase is not authorized. The information contained in these emails is not appropriate for use by individual investors. By registering for any of these emails, you agree to Buffalo's terms and conditions and that you are qualified as an institutional investor or otherwise member of a registered broker/dealer, registered investment advisor, or investment consulting firm.

FOR INDIVIDUAL INVESTORS