BIIGX: Buffalo Growth Fund

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BIIGX Buffalo Growth Fund


Profile

BIIGX - Profile

Vitals

  • YTD Return 2.0%
  • 3 Yr Annualized Return N/A
  • 5 Yr Annualized Return N/A
  • Net Assets $82.6 M
  • Holdings in Top 10 35.4%

52 WEEK LOW AND HIGH

$25.74
$18.28
$28.40

Expenses

OPERATING RELATED FEES

  • Expense Ratio N/A

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 10.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $250,000
  • IRA $250,000

Fund Classification

  • Primary Caregory Uncategorized
  • Fund Type Open End Mutual Fund
  • Investment Style Large Growth

Distributions

  • YTD Total Return 2.0%
  • 3 Yr Annualized Total Return N/A
  • 5 Yr Annualized Total Return N/A
  • Capital Gain Distribution Frequency N/A
  • Net Income Ratio N/A
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Buffalo Large Cap Fund
  • Fund Family Name
    Buffalo
  • Inception Date
    Jul 01, 2019
  • Shares Outstanding
    1512067
  • Share Class
    Inst
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Alexander Hancock

Fund Description

The fund normally invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of large capitalization ("large-cap") companies. The fund may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.


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Categories

Performance

BIIGX - Performance

Return Ranking - Trailing

Period BIIGX Return Category Return Low Category Return High Rank in Category (%)
YTD 2.0% -79.9% 37.8% 64.22%
1 Yr N/A -80.4% 48.7% 63.13%
3 Yr N/A* -47.8% 30.3% 14.72%
5 Yr N/A* -36.3% 16.7% 15.88%
10 Yr N/A* -17.1% 16.7% 12.63%

* Annualized

Return Ranking - Calendar

Period BIIGX Return Category Return Low Category Return High Rank in Category (%)
2019 N/A -67.9% 49.9% N/A
2018 N/A -65.5% 10.6% N/A
2017 N/A -46.3% 52.2% N/A
2016 N/A -43.3% 15.3% N/A
2015 N/A -82.5% 11.4% N/A

Total Return Ranking - Trailing

Period BIIGX Return Category Return Low Category Return High Rank in Category (%)
YTD 2.0% -79.9% 37.8% 64.22%
1 Yr N/A -80.4% 48.7% 61.63%
3 Yr N/A* -47.8% 30.3% 23.43%
5 Yr N/A* -36.3% 21.4% 26.95%
10 Yr N/A* -17.1% 19.6% 19.20%

* Annualized

Total Return Ranking - Calendar

Period BIIGX Return Category Return Low Category Return High Rank in Category (%)
2019 N/A -67.9% 49.9% N/A
2018 N/A -65.5% 16.5% N/A
2017 N/A -28.2% 52.2% N/A
2016 N/A -43.3% 17.1% N/A
2015 N/A -38.0% 17.3% N/A

NAV & Total Return History


Holdings

BIIGX - Holdings

Concentration Analysis

BIIGX Category Low Category High BIIGX % Rank
Net Assets 82.6 M 858 K 188 B 83.75%
Number of Holdings 55 1 2163 58.62%
Net Assets in Top 10 31.8 M 399 K 54.7 B 84.95%
Weighting of Top 10 35.36% 11.6% 100.0% 80.66%

Top 10 Holdings

  1. Microsoft Corp 7.68%
  2. Amazon.com Inc 5.10%
  3. Apple Inc 4.24%
  4. Alphabet Inc A 4.23%
  5. Visa Inc Class A 2.98%
  6. CME Group Inc Class A 2.48%
  7. Equinix Inc 2.42%
  8. S&P Global Inc 2.15%
  9. Danaher Corp 2.07%
  10. Intercontinental Exchange Inc 1.99%

Asset Allocation

Weighting Return Low Return High BIIGX % Rank
Stocks
92.03% 80.85% 100.33% 95.18%
Cash
7.97% -1.02% 19.15% 3.31%
Preferred Stocks
0.00% 0.00% 2.51% 15.05%
Other
0.00% -9.83% 4.87% 20.54%
Convertible Bonds
0.00% 0.00% 0.20% 7.15%
Bonds
0.00% -0.42% 4.53% 11.44%

Stock Sector Breakdown

Weighting Return Low Return High BIIGX % Rank
Technology
21.90% 11.44% 54.73% 85.25%
Consumer Cyclical
18.09% 0.00% 29.26% 16.85%
Healthcare
17.17% 0.00% 47.20% 29.27%
Financial Services
13.13% 0.00% 33.35% 29.42%
Communication Services
10.93% 0.00% 29.93% 65.01%
Industrials
9.74% 0.00% 24.88% 17.46%
Basic Materials
3.25% 0.00% 10.55% 12.49%
Real Estate
2.63% 0.00% 11.78% 34.91%
Energy
1.62% 0.00% 8.67% 14.45%
Consumer Defense
1.54% 0.00% 18.88% 79.76%
Utilities
0.00% 0.00% 10.21% 39.95%

Stock Geographic Breakdown

Weighting Return Low Return High BIIGX % Rank
US
87.79% 78.13% 100.21% 79.61%
Non US
4.24% 0.00% 19.16% 49.13%

Expenses

BIIGX - Expenses

Operational Fees

BIIGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio N/A 0.01% 24.73% N/A
Management Fee 0.75% 0.00% 1.40% 75.34%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 1.02% N/A

Sales Fees

BIIGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.50% 8.50% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

BIIGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.50% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

BIIGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 10.00% 0.00% 464.00% 4.73%

Distributions

BIIGX - Distributions

Dividend Yield Analysis

BIIGX Category Low Category High BIIGX % Rank
Dividend Yield 0.00% 0.00% 22.40% 9.87%

Dividend Distribution Analysis

BIIGX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Annually Annually

Net Income Ratio Analysis

BIIGX Category Low Category High BIIGX % Rank
Net Income Ratio N/A -2.06% 2.43% N/A

Capital Gain Distribution Analysis

BIIGX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Annually

Dividend Payout History

View More +

Fund Manager Analysis

BIIGX - Fund Manager Analysis

Managers

Alexander Hancock


Start Date

Tenure

Tenure Rank

Aug 15, 2018

1.71

1.7%

Mr. Hancock is a portfolio manager and partner of Kornitzer Capital Management (KCM), his employer since 2002. Mr. Hancock has been an investment professional since 1998. Prior to joining KCM, he was a private equity analyst at ClearLight Partners, LLC and an analyst in the investment banking division of Salomon Smith Barney. Mr. Hancock holds the Chartered Financial Analyst designation.He holds a B.A. in Economics from Dartmouth College.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.03 52.36 8.17 1.0