Our Funds
Performance & Pricing
As of 12/31/2020 | Average Annual Total Returns (%) | |||||
FUND Ticker, Inception Date, Expense Ratio | YTD | 1 YR | 3 YR | 5 YR | 10 YR | SINCE INCEPTION |
DOMESTIC EQUITY | ||||||
DISCOVERY BUFTX - Investor, 4/16/01, 1.02% BUITX - Institutional, 7/1/19, 0.87% | 33.81 34.03 | 33.81 34.03 | 18.08 18.26 | 16.87 17.04 | 15.27 15.44 | 10.65 10.82 |
EARLY STAGE GROWTH* BUFOX - Investor, 5/21/04, 1.51% BUIOX - Institutional, 7/1/19, 1.37% | 47.69 47.96 | 47.69 47.96 | 23.88 24.07 | 21.84 22.03 | 17.22 17.39 | 11.14 11.31 |
GROWTH BUFGX - Investor, 5/19/95, 0.93% BIIGX - Institutional, 7/1/19, 0.79% | 28.29 28.49 | 28.29 28.49 | 19.37 19.55 | 16.98 17.16 | 14.00 14.17 | 11.09 11.25 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.81% | 28.08 28.28 | 28.08 28.28 | 18.41 18.59 | 17.25 17.43 | 14.68 14.85 | 10.64 10.81 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 12/17/01, 0.90% | 34.18 34.42 | 34.18 34.42 | 19.73 19.91 | 15.62 15.80 | 11.68 11.84 | 9.72 9.89 |
SMALL CAP BUFSX - Investor, 4/14/98, 1.02% BUISX - Institutional, 7/1/19, 0.87% | 66.36 66.60 | 66.36 66.60 | 30.25 30.44 | 24.43 24.61 | 15.94 16.11 | 13.88 14.05 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.05% BUIIX - Institutional, 7/1/19, 0.90% | 19.10 19.24 | 19.10 19.24 | 11.60 11.75 | 13.15 13.31 | 8.27 8.43 | 6.12 6.27 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.96% BUIDX - Institutional, 7/1/19, 0.81% | 16.64 16.83 | 16.64 16.83 | 12.23 12.41 | 13.33 13.51 | - - | 13.63 13.80 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.02% BUIBX - Institutional, 7/1/19, 0.87% | -2.24 -2.10 | -2.24 -2.10 | 2.59 2.72 | 6.08 6.23 | 6.77 6.92 | 6.88 7.03 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.89% | 9.27 9.43 | 9.27 9.43 | 6.25 6.38 | 6.28 6.42 | 5.81 5.96 | 7.08 7.24 |
As of 12/31/2020 | Average Annual Total Returns (%) | |||||
FUND Ticker, Inception Date, Expense Ratio | YTD | 1 YR | 3 YR | 5 YR | 10 YR | SINCE INCEPTION |
DOMESTIC EQUITY | ||||||
DISCOVERY BUFTX - Investor, 4/16/01, 1.02% BUITX - Institutional, 7/1/19, 0.87% | 33.81 34.03 | 33.81 34.03 | 18.08 18.26 | 16.87 17.04 | 15.27 15.44 | 10.65 10.82 |
Morningstar U.S. Mid Growth Index | 46.17 | 46.17 | 24.40 | 20.83 | 15.59 | 10.02 |
EARLY STAGE GROWTH* BUFOX - Investor, 5/21/04, 1.51% BUIOX - Institutional, 7/1/19, 1.37% | 47.69 47.96 | 47.69 47.96 | 23.88 24.07 | 21.84 22.03 | 17.22 17.39 | 11.14 11.31 |
Morningstar U.S. Small Growth Index | 43.52 | 43.52 | 19.98 | 18.57 | 14.44 | 11.30 |
GROWTH BUFGX - Investor, 5/19/95, 0.93% BIIGX - Institutional, 7/1/19, 0.79% | 28.29 28.49 | 28.29 28.49 | 19.37 19.55 | 16.98 17.16 | 14.00 14.17 | 11.09 11.25 |
Morningstar U.S. Growth Index | 44.65 | 44.65 | 25.28 | 21.32 | 17.28 | - |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.81% | 28.08 28.28 | 28.08 28.28 | 18.41 18.59 | 17.25 17.43 | 14.68 14.85 | 10.64 10.81 |
Morningstar U.S. Large Growth Index | 38.86 | 38.86 | 24.13 | 20.62 | 17.44 | - |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 12/17/01, 0.90% | 34.18 34.42 | 34.18 34.42 | 19.73 19.91 | 15.62 15.80 | 11.68 11.84 | 9.72 9.89 |
Morningstar U.S. Mid Growth Index | 46.17 | 46.17 | 24.40 | 20.83 | 15.59 | 10.71 |
SMALL CAP BUFSX - Investor, 4/14/98, 1.02% BUISX - Institutional, 7/1/19, 0.87% | 66.36 66.60 | 66.36 66.60 | 30.25 30.44 | 24.43 24.61 | 15.94 16.11 | 13.88 14.05 |
Morningstar U.S. Small Growth Index | 43.52 | 43.52 | 19.98 | 18.57 | 14.44 | 7.70 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.05% BUIIX - Institutional, 7/1/19, 0.90% | 19.10 19.24 | 19.10 19.24 | 11.60 11.75 | 13.15 13.31 | 8.27 8.43 | 6.12 6.27 |
Morningstar Global Markets ex-US Index | 11.17 | 11.17 | 5.07 | 9.27 | 5.40 | 3.07 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.96% BUIDX - Institutional, 7/1/19, 0.81% | 16.64 16.83 | 16.64 16.83 | 12.23 12.41 | 13.33 13.51 | - - | 13.63 13.80 |
Morningstar U.S. Large-Mid Cap Index | 21.11 | 21.11 | 15.02 | 15.63 | - | 15.47 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.02% BUIBX - Institutional, 7/1/19, 0.87% | -2.24 -2.10 | -2.24 -2.10 | 2.59 2.72 | 6.08 6.23 | 6.77 6.92 | 6.88 7.03 |
Morningstar Moderately Aggressive Target Risk Index | 13.51 | 13.51 | 9.18 | 11.27 | 8.94 | - |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.89% | 9.27 9.43 | 9.27 9.43 | 6.25 6.38 | 6.28 6.42 | 5.81 5.96 | 7.08 7.24 |
ICE BofAML U.S. High Yield Index | 6.17 | 6.17 | 5.89 | 8.43 | 6.62 | 7.19 |
As of 12/31/2020 | Average Annual Total Returns (%) | |||||
FUND Ticker, Inception Date, Expense Ratio | YTD | 1 YR | 3 YR | 5 YR | 10 YR | SINCE INCEPTION |
DOMESTIC EQUITY | ||||||
DISCOVERY BUFTX - Investor, 4/16/01, 1.02% BUITX - Institutional, 7/1/19, 0.87% | 33.81 34.03 | 33.81 34.03 | 18.08 18.26 | 16.87 17.04 | 15.27 15.44 | 10.65 10.82 |
EARLY STAGE GROWTH* BUFOX - Investor, 5/21/04, 1.51% BUIOX - Institutional, 7/1/19, 1.37% | 47.69 47.96 | 47.69 47.96 | 23.88 24.07 | 21.84 22.03 | 17.22 17.39 | 11.14 11.31 |
GROWTH BUFGX - Investor, 5/19/95, 0.93% BIIGX - Institutional, 7/1/19, 0.79% | 28.29 28.49 | 28.29 28.49 | 19.37 19.55 | 16.98 17.16 | 14.00 14.17 | 11.09 11.25 |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.81% | 28.08 28.28 | 28.08 28.28 | 18.41 18.59 | 17.25 17.43 | 14.68 14.85 | 10.64 10.81 |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 12/17/01, 0.90% | 34.18 34.42 | 34.18 34.42 | 19.73 19.91 | 15.62 15.80 | 11.68 11.84 | 9.72 9.89 |
SMALL CAP BUFSX - Investor, 4/14/98, 1.02% BUISX - Institutional, 7/1/19, 0.87% | 66.36 66.60 | 66.36 66.60 | 30.25 30.44 | 24.43 24.61 | 15.94 16.11 | 13.88 14.05 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.05% BUIIX - Institutional, 7/1/19, 0.90% | 19.10 19.24 | 19.10 19.24 | 11.60 11.75 | 13.15 13.31 | 8.27 8.43 | 6.12 6.27 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.96% BUIDX - Institutional, 7/1/19, 0.81% | 16.64 16.83 | 16.64 16.83 | 12.23 12.41 | 13.33 13.51 | - - | 13.63 13.80 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.02% BUIBX - Institutional, 7/1/19, 0.87% | -2.24 -2.10 | -2.24 -2.10 | 2.59 2.72 | 6.08 6.23 | 6.77 6.92 | 6.88 7.03 |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.89% | 9.27 9.43 | 9.27 9.43 | 6.25 6.38 | 6.28 6.42 | 5.81 5.96 | 7.08 7.24 |
As of 12/31/2020 | Average Annual Total Returns (%) | |||||
FUND Ticker, Inception Date, Expense Ratio | YTD | 1 YR | 3 YR | 5 YR | 10 YR | SINCE INCEPTION |
DOMESTIC EQUITY | ||||||
DISCOVERY BUFTX - Investor, 4/16/01, 1.02% BUITX - Institutional, 7/1/19, 0.87% | 33.81 34.03 | 33.81 34.03 | 18.08 18.26 | 16.87 17.04 | 15.27 15.44 | 10.65 10.82 |
Morningstar U.S. Mid Growth Index | 46.17 | 46.17 | 24.40 | 20.83 | 15.59 | 10.02 |
EARLY STAGE GROWTH* BUFOX - Investor, 5/21/04, 1.51% BUIOX - Institutional, 7/1/19, 1.37% | 47.69 47.96 | 47.69 47.96 | 23.88 24.07 | 21.84 22.03 | 17.22 17.39 | 11.14 11.31 |
Morningstar U.S. Small Growth Index | 43.52 | 43.52 | 19.98 | 18.57 | 14.44 | 11.30 |
GROWTH BUFGX - Investor, 5/19/95, 0.93% BIIGX - Institutional, 7/1/19, 0.79% | 28.29 28.49 | 28.29 28.49 | 19.37 19.55 | 16.98 17.16 | 14.00 14.17 | 11.09 11.25 |
Morningstar U.S. Growth Index | 44.65 | 44.65 | 25.28 | 21.32 | 17.28 | - |
LARGE CAP BUFEX - Investor, 5/19/95, 0.95% BUIEX - Institutional, 7/1/19, 0.81% | 28.08 28.28 | 28.08 28.28 | 18.41 18.59 | 17.25 17.43 | 14.68 14.85 | 10.64 10.81 |
Morningstar U.S. Large Growth Index | 38.86 | 38.86 | 24.13 | 20.62 | 17.44 | - |
MID CAP BUFMX - Investor, 12/17/01, 1.03% BUIMX - Institutional, 12/17/01, 0.90% | 34.18 34.42 | 34.18 34.42 | 19.73 19.91 | 15.62 15.80 | 11.68 11.84 | 9.72 9.89 |
Morningstar U.S. Mid Growth Index | 46.17 | 46.17 | 24.40 | 20.83 | 15.59 | 10.71 |
SMALL CAP BUFSX - Investor, 4/14/98, 1.02% BUISX - Institutional, 7/1/19, 0.87% | 66.36 66.60 | 66.36 66.60 | 30.25 30.44 | 24.43 24.61 | 15.94 16.11 | 13.88 14.05 |
Morningstar U.S. Small Growth Index | 43.52 | 43.52 | 19.98 | 18.57 | 14.44 | 7.70 |
INTERNATIONAL EQUITY | ||||||
INTERNATIONAL BUFIX - Investor, 9/28/07, 1.05% BUIIX - Institutional, 7/1/19, 0.90% | 19.10 19.24 | 19.10 19.24 | 11.60 11.75 | 13.15 13.31 | 8.27 8.43 | 6.12 6.27 |
Morningstar Global Markets ex-US Index | 11.17 | 11.17 | 5.07 | 9.27 | 5.40 | 3.07 |
EQUITY & INCOME / HIGH YIELD | ||||||
DIVIDEND FOCUS BUFDX - Investor, 12/3/12, 0.96% BUIDX - Institutional, 7/1/19, 0.81% | 16.64 16.83 | 16.64 16.83 | 12.23 12.41 | 13.33 13.51 | - - | 13.63 13.80 |
Morningstar U.S. Large-Mid Cap Index | 21.11 | 21.11 | 15.02 | 15.63 | - | 15.47 |
FLEXIBLE INCOME BUFBX - Investor, 8/12/94, 1.02% BUIBX - Institutional, 7/1/19, 0.87% | -2.24 -2.10 | -2.24 -2.10 | 2.59 2.72 | 6.08 6.23 | 6.77 6.92 | 6.88 7.03 |
Morningstar Moderately Aggressive Target Risk Index | 13.51 | 13.51 | 9.18 | 11.27 | 8.94 | - |
HIGH YIELD BUFHX - Investor, 5/19/95, 1.03% BUIHX - Institutional, 7/1/19, 0.89% | 9.27 9.43 | 9.27 9.43 | 6.25 6.38 | 6.28 6.42 | 5.81 5.96 | 7.08 7.24 |
ICE BofAML U.S. High Yield Index | 6.17 | 6.17 | 5.89 | 8.43 | 6.62 | 7.19 |
FUND | TICKER | INCEPTION | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 |
DISCOVERY | BUFTX | 4/16/2001 | 33.81% | 31.63% | -6.54% | 25.44% | 5.56% | 5.64% | 10.68% | 36.61% | 19.73% | -0.69% | 22.96% | 51.62% | -36.87% | 8.15% | 11.96% | 6.91% | 15.69% | 62.68% | -39.01% | 1.50%* | |||||||
DIVIDEND FOCUS | BUFDX | 12/3/2012 | 16.64% | 27.66% | -5.05% | 18.02% | 12.06% | 0.13% | 20.81% | 23.93% | |||||||||||||||||||
EARLY STAGE GROWTH | BUFOX | 5/21/2004 | 47.69% | 34.03% | -3.95% | 27.18% | 11.05% | -9.41% | -7.38% | 61.70% | 24.30% | 8.14% | 26.86% | 48.16% | -48.30% | -11.88% | 12.54% | 9.50% | 11.90%* | ||||||||||
FLEXIBLE INCOME | BUFBX | 8/12/1994 | -2.24% | 18.76% | -7.00% | 13.21% | 9.90% | -1.97% | 3.59% | 16.68% | 10.31% | 9.63% | 11.68% | 31.07% | -29.47% | 9.62% | 16.76% | 5.41% | 14.07% | 25.82% | -16.01% | 0.83% | 8.05% | 5.44% | -2.78% | 15.09% | 19.33% | 20.30% | -3.07%* |
GROWTH | BUFGX | 5/19/1995 | 28.29% | 31.91% | 0.51% | 22.81% | 4.86% | 2.64% | 8.88% | 35.40% | 11.86% | -0.06% | 23.28% | 33.34% | -32.69% | 7.76% | 12.44% | 4.59% | 7.13% | 36.11% | -25.43% | -10.54% | 8.80% | 37.31% | 7.90% | 19.04% | 36.75% | 11.51%* | |
HIGH YIELD | BUFHX | 5/19/1995 | 9.27% | 12.32% | -2.26% | 5.98% | 6.65% | 1.80% | 1.96% | 9.40% | 10.35% | 3.54% | 12.45% | 44.01% | -21.30% | 3.78% | 8.61% | -0.88% | 8.38% | 20.25% | 4.01% | 10.58% | 4.42% | 1.97% | -5.33% | 15.76% | 16.68% | 12.87%* | |
INTERNATIONAL | BUFIX | 9/28/2007 | 19.10% | 28.02% | -8.85% | 29.33% | 3.19% | -0.45% | -2.04% | 19.29% | 19.01% | -13.82% | 13.73% | 46.45% | -40.82% | 0.70%* | |||||||||||||
LARGE CAP | BUFEX | 5/19/1995 | 28.08% | 31.77% | -1.63% | 24.86% | 6.90% | 7.15% | 12.76% | 32.76% | 17.23% | -5.60% | 14.32% | 50.74% | -40.84% | 8.10% | 10.45% | 1.98% | 7.81% | 29.72% | -24.76% | -14.87% | 20.53% | 15.41% | 10.68% | 24.22% | 29.25% | 23.35%* | |
MID CAP | BUFMX | 12/17/2001 | 34.18% | 37.98% | -7.30% | 13.66% | 5.93% | -0.52% | 5.85% | 29.25% | 13.93% | -5.83% | 24.34% | 48.80% | -39.43% | 9.97% | 5.68% | 13.83% | 16.60% | 43.66% | -22.13% | 0.30%* | |||||||
SMALL CAP | BUFSX | 4/14/1998 | 66.36% | 40.97% | -5.78% | 27.07% | 6.22% | -4.46% | -6.55% | 44.15% | 19.93% | -4.66% | 16.59% | 37.49% | -29.84% | -0.33% | 13.95% | 3.22% | 28.82% | 51.24% | -25.75% | 31.18% | 33.69% | 34.79% | -3.28%* |
Investor Class Shares
FUND | TICKER | NAV | CNG ($) | CNG (%) | YTD (%) | |
DISCOVERY FUND | BUFTX | $31.59 | $-0.09 | -0.28% | 5.26% | |
DIVIDEND FOCUS FUND | BUFDX | $22.47 | $-0.11 | -0.49% | 2.00% | |
EARLY STAGE GROWTH FUND | BUFOX | $23.88 | $-0.09 | -0.38% | 7.66% | |
FLEXIBLE INCOME FUND | BUFBX | $15.61 | $-0.10 | -0.64% | 4.41% | |
GROWTH FUND | BUFGX | $30.92 | $0.02 | 0.06% | 0.32% | |
HIGH YIELD FUND | BUFHX | $11.84 | $0.01 | 0.08% | 1.19% | |
INTERNATIONAL FUND | BUFIX | $20.73 | $0.09 | 0.44% | 3.34% | |
LARGE CAP FUND | BUFEX | $45.71 | $0.00 | 0.00% | 2.05% | |
MID CAP FUND | BUFMX | $19.66 | $-0.10 | -0.51% | 1.87% | |
SMALL CAP FUND | BUFSX | $22.88 | $-0.07 | -0.31% | 9.84% |
Institutional Class Shares
Inception Date of all Institutional Class Shares is July 1, 2019.
FUND | TICKER | NAV | CNG ($) | CNG (%) | YTD (%) | |
DISCOVERY FUND | BUITX | $31.68 | $-0.09 | -0.28% | 5.28% | |
DIVIDEND FOCUS FUND | BUIDX | $22.47 | $-0.11 | -0.49% | 2.00% | |
EARLY STAGE GROWTH FUND | BUIOX | $23.95 | $-0.08 | -0.33% | 7.69% | |
FLEXIBLE INCOME FUND | BUIBX | $15.61 | $-0.09 | -0.57% | 4.50% | |
GROWTH FUND | BIIGX | $30.97 | $0.02 | 0.06% | 0.32% | |
HIGH YIELD FUND | BUIHX | $11.83 | $0.01 | 0.08% | 1.21% | |
INTERNATIONAL FUND | BUIIX | $20.74 | $0.09 | 0.44% | 3.39% | |
LARGE CAP FUND | BUIEX | $45.77 | $0.00 | 0.00% | 2.05% | |
MID CAP FUND | BUIMX | $19.71 | $-0.10 | -0.50% | 1.86% | |
SMALL CAP FUND | BUISX | $22.94 | $-0.07 | -0.30% | 9.87% |
*As of October 16, 2020, the name of the Buffalo Emerging Opportunities Fund changed to the Early Stage Growth Fund.
For performance prior to 7/1/19 (Inception Date of Institutional Class), performance of the Investor Class shares is used and includes expenses not applicable and lower than those of Investor Class shares. 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 may be lower or higher than the performance quoted and month-end can be obtained by clicking here. Performance is annualized for periods greater than 1 year.
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Ratings & Rankings
FUND NAME | TICKER | OVERALL | 3 YR | 5 YR | 10 YR | CATEGORY |
---|---|---|---|---|---|---|
DISCOVERY | BUFTX | ![]() ![]() ![]() ![]() | ![]() ![]() ![]() 57% of 564 funds | ![]() ![]() ![]() 56% of 504 funds | ![]() ![]() ![]() ![]() 22% of 383 funds | Mid-Cap Growth |
DIVIDEND FOCUS | BUFDX | ![]() ![]() ![]() | ![]() ![]() ![]() 54% of 1,232 funds | ![]() ![]() ![]() 58% of 1,072 funds | — | Large Blend |
EARLY STAGE GROWTH* | BUFOX | ![]() ![]() ![]() ![]() ![]() | ![]() ![]() ![]() ![]() 26% of 576 funds | ![]() ![]() ![]() ![]() 20% of 505 funds | ![]() ![]() ![]() ![]() ![]() 9% of 381 funds | Small Growth |
FLEXIBLE INCOME | BUFBX | ![]() | ![]() 96% of 154 funds | ![]() 95% of 134 funds | ![]() 98% of 94 funds | Allocation 85%+ Equity |
GROWTH | BUFGX | ![]() ![]() ![]() | ![]() ![]() ![]() 58% of 1,197 funds | ![]() ![]() ![]() 63% of 1,070 funds | ![]() ![]() ![]() 69% of 789 funds | Large Growth |
HIGH YIELD | BUFHX | ![]() ![]() ![]() | ![]() ![]() ![]() ![]() 11% of 627 funds | ![]() ![]() 74% of 554 funds | ![]() ![]() ![]() ![]() 43% of 351 funds | High Yield Bond |
INTERNATIONAL | BUFIX | ![]() ![]() ![]() ![]() | ![]() ![]() ![]() 37% of 384 funds | ![]() ![]() ![]() ![]() 29% of 313 funds | ![]() ![]() ![]() ![]() 35% of 226 funds | Foreign Large Growth |
LARGE CAP | BUFEX | ![]() ![]() ![]() | ![]() ![]() ![]() 63% of 1,197 funds | ![]() ![]() ![]() 60% of 1,070 funds | ![]() ![]() ![]() 59% of 789 funds | Large Growth |
MID CAP | BUFMX | ![]() ![]() ![]() | ![]() ![]() ![]() 45% of 564 funds | ![]() ![]() ![]() 73% of 504 funds | ![]() ![]() 82% of 383 funds | Mid-Cap Growth |
SMALL CAP | BUFSX | ![]() ![]() ![]() ![]() | ![]() ![]() ![]() ![]() 9% of 576 funds | ![]() ![]() ![]() ![]() 11% of 505 funds | ![]() ![]() ![]() ![]() 16% of 381 funds | Small Growth |
Rankings listed are for the period ended 12/31/20. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating™ for a managed product is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating™ metrics. The weights are: 100% 3-year rating for 36-59 months of total returns, 60% 5-year rating/40% 3-year rating for 60-119 months of total returns, and 50% 10-year rating/30% 5-year rating/20% 3-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent 3-year period actually has the greatest impact because it is included in all 3 rating periods. Each Morningstar category average represents a universe of funds with similar objectives. The Morningstar percentile ranking is based on the fund’s total-return percentile rank relative to all managed products that have the same category for the same time period. The highest (or most favorable) percentile rank is 1%, and the lowest (or least favorable) percentile rank is 100%. Morningstar total return includes both income and capital gains or losses and is not adjusted for sales charges. © 2021 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
Literature & Forms
Fund | Symbol Inv / Inst | Fact Sheet | Quarterly Commentary | Full Holdings | Summary Prospectus |
---|---|---|---|---|---|
DISCOVERY | BUFTX / BUITX | ||||
DIVIDEND FOCUS | BUFDX / BUIDX | ||||
EARLY STAGE GROWTH* | BUFOX / BUIOX | ||||
FLEXIBLE INCOME | BUFBX / BUIBX | ||||
GROWTH | BUFGX / BIIGX | ||||
HIGH YIELD | BUFHX / BUIHX | ||||
INTERNATIONAL | BUFIX / BUIIX | ||||
LARGE CAP | BUFEX / BUIEX | ||||
MID CAP | BUFMX / BUIMX | ||||
SMALL CAP | BUFSX / BUISX |
Prospectus
Annual Report
Semi-Annual Report
Statement of Additional Information
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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