Institutional Class Shares – FAQs

On July 1, 2019, shares of the Buffalo Funds were re-designated as “Investor Class” shares and new “Institutional Class” shares were created. Accounts that met the eligibility requirements were automatically converted to the new Institutional Class of shares on July 1st.

New Ticker Symbols, CUSIPs, Expense Ratios

 

FUND NAME

INSTITUTIONAL CLASS

INVESTOR CLASS

As of July 29, 2021SymbolCUSIPExpense RatioSymbolCUSIPExpense Ratio
DISCOVERYBUITX1195307070.86%BUFTX1195301031.01%
DIVIDEND FOCUSBUIDX1195308060.79%BUFDX1195391040.94%
EARLY STAGE GROWTHBUIOX1195308891.36%BUFOX1195303011.51%
FLEXIBLE INCOMEBUIBX1195308710.86%BUFBX1194281001.01%
GROWTHBIIGX1195308630.77%BUFGX1198261050.92%
HIGH YIELDBUIHX1195308550.87%BUFHX1195391041.03%
INTERNATIONALBUIIX1195308480.89%BUFIX1195305091.04%
LARGE CAPBUIEX1195308300.80%BUFEX1196281050.95%
MID CAPBUIMX1195308220.88%BUFMX1195302021.03%
SMALL CAPBUISX1195308140.86%BUFSX1198041021.01%

All expense ratios are current as of July 1, 2019. For additional information, please review the updated Prospectus.

Frequently Asked Questions

 

Why is Buffalo doing this?Read More ▼

Am I being converted to the new class?Read More ▼

Will my account number change because of this conversion?Read More ▼

Can I aggregate my various accounts to reach the Institutional threshold?Read More ▼

If I reach the threshold after 7/1/19, will you automatically convert me?Read More ▼

Must I maintain my $250,000 balance once I’m in the Institutional Class?Read More ▼

In the Institutional Class, is the minimum per fund $1,000 so long as the overall investment is at least $250,000?Read More ▼

Is this conversion a taxable event?Read More ▼

Does this conversion impact my cost-basis?Read More ▼

Can I claim a stepped-up cost-basis to the account value as of July 1st for taxes?Read More ▼

For More Information:

Investors or Shareholders
Shareholder Services Team
(800) 492-8332

Advisors or Institutional Investors
Christopher Crawford
ccrawford@buffalofunds.com
(913) 647-2321

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.