Frequently Asked Questions

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Find answers to your most common mutual fund questions

We are providing this information only as a reference to current and prospective shareholders and should not be relied on solely to make a decision whether or not to invest in any mutual fund. Please refer to the Buffalo Funds prospectus for additional information.

If you have further questions, call us at (800) 49-BUFFALO.

GENERAL INFO

What is a mutual fund?

What are some of the potential benefits of investing in a mutual fund?

What are some of the disadvantages of investing in a mutual fund?

Are there any risks involved in investing in mutual funds?

What are the different types of mutual funds?

What are the fees to invest in a mutual fund?

What are the most common types of share classes?

What is the difference between active and passive management?

What is Net Asset Value (NAV)?

Can I invest periodically throughout the year?

Shareholder Info

Can I buy Buffalo Funds without a financial advisor?

What is the minimum amount of money I can invest in a mutual fund?

How do I get started with a new account?

How do I access my account and check my balance?

How do I change my beneficiaries?

How do I determine my cost basis?

How do I get a Prospectus, Annual Report, or SAI?

What are the ticker symbols for the Buffalo Funds?

How do I verify transactions?

How do I view daily prices and fund performance?

What are the investment objectives of my Fund?

What securities are held in my Fund?

Where can I find tax info on the Funds?

Who manages the assets of the Buffalo Funds?

Where can I find insights and commentaries on the performance and outlook for the Funds?

Fundamental Approach

We get to know the companies we invest in and learn how they run their business.

Top-Down & Bottom-Up

We identify Top-Down broad, secular growth trends and search for companies from the Bottom-Up.

Proprietary Philosophy

We construct our portfolios based on our own proprietary investment strategy.

Disciplined Investing

Sticking to our disciplined investment strategy ensures we maintain a consistent, balanced approach.

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FOR FINANCIAL PROFESSIONALS

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FOR INDIVIDUAL INVESTORS