Buffalo Discovery Fund

 (MUTF:BUFTX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.16%
   
1 week
   
-0.37%  
4 week   +2.12%
   
3 month   +3.77%
   
YTD   +21.34%
   
1 year   +22.65%
   
3 years*   +14.49%
   
5 years*   +16.24%
   
*annualized
Best 3 month return+32.10%  
Worst 3 month return-35.36%  

Morningstar statistics

Morningstar category: Mid-Cap Growth
  Return Risk Rating
3 years High Below Average
5 years Above Average Average
10 years High Average
Overall High Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets1.54B 
Front load-  
Deferred load-  
Expense ratio1.03%  
Management fee-  
Fund familyBuffalo 

Asset allocation

Cash4.09%  
Stocks95.91%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,500  
Additional$100  
IRA Initial$250  
AIP Initial$100  
AIP Additional$100  
24.66+0.15(0.61%)
Oct 19, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund principally invests in equity securities, consisting of domestic common stock, preferred stock, convertible securities, warrants and rights of companies whose securities may increase in value due to the development, advancement or commercial application of innovative strategies. The fund's investments in equity securities will consist primarily of domestic securities, it 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.
Fund filings (PDF) »
Asset managers:
Clay Brethour (Started: Jan 1, 2004)
Dave Carlsen (Started: Jan 1, 2004)
Elizabeth Jones (Started: Jan 1, 2004)
Advisor Company:
Kornitzer Capital Management Inc
Fund family reports on Morningstar »
Buffalo, 55420 W. 61st Place, Milwaukee, WI 53201, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 5.43 2.60 1.58 2.30
Beta* 0.72 0.88 0.94 1.09
Mean annual return 1.51 1.01 1.22 0.95
R-squared* 53.94 74.86 65.06 83.91
Standard deviation 5.40 10.28 11.12 18.00
Sharpe ratio 3.24 1.15 1.29 0.61
* Against standard index

Top 10 holdings

Security Net Assets  
Align Technology Inc (ALGN) 2.25%  
athenahealth Inc (ATHN) 1.84%  
Xylem Inc (XYL) 1.80%  
Danaher Corp (DHR) 1.74%  
Verisk Analytics Inc (VRSK) 1.72%  
MSCI Inc (MSCI) 1.72%  
Intercontinental Exchange Inc (ICE) 1.71%  
Praxair Inc (PX) 1.71%  
WABCO Holdings Inc (WBC) 1.69%  
Nevro Corp (NVRO) 1.67%