Buffalo Growth Fund

Snapshot

Compare

Profile

Performance

BIIGX - Snapshot

Vitals

YTD Return 22.6%
3 Yr Annualized Return 15.4%
5 Yr Annualized Return 14.3%
Net Assets $98.5 M
Holdings in Top 10 44.4%

52 WEEK LOW AND HIGH

$30.78

$18.28

$31.11

Expenses

OPERATING RELATED FEES

Expense Ratio 0.80%

SALES FEES

Front Load N/A
Deferred Load N/A

BROKERAGE FEES

Turnover 6.00%

TRADING FEES

Max Redemption Fee N/A

Min Investment

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

Fund Classification

Primary Theme
U.S. Large-Cap Growth Equity
Fund Type Open End Mutual Fund
Investment Style Large Growth

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

American Funds The Growth Fund of America®

Fund

$66.86

+0.80%

$218.07 B

0.57%

$0.38

30.76%

Invesco QQQ Trust

QQQ | ETF

$299.01

+0.92%

$129.99 B

0.55%

$1.63

40.64%

Vanguard Growth Index Fund

VUG | ETF

$243.41

+0.68%

$125.92 B

0.55%

$1.32

33.62%

Vanguard Growth Index Fund

Fund

$125.26

+0.67%

$125.92 B

$0.00

33.44%

Fidelity® Contrafund® Fund

Fund

$17.51

+0.63%

$124.79 B

$0.00

27.72%

BIIGX - Profile

Distributions

YTD Total Return 22.6%
3 Yr Annualized Total Return 15.4%
5 Yr Annualized Total Return 14.3%
Capital Gain Distribution Frequency N/A
Net Income Ratio 0.40%

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

1562050
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.

BIIGX - Performance

Return Ranking - Trailing

Period	BIIGX Return	Category Return Low	Category Return High	Rank in Category (%)
YTD	22.6%	-68.2%	124.1%	70.30%
1 Yr	20.5%	-9.0%	135.4%	67.67%
3 Yr	15.4%*	-3.8%	41.0%	58.91%
5 Yr	14.3%*	-10.6%	33.4%	57.09%
10 Yr	14.1%*	5.1%	22.1%	57.61%

* Annualized

Return Ranking - Calendar

Period	BIIGX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	N/A	-28.8%	76.0%	N/A
2018	N/A	-64.5%	10.6%	N/A
2017	N/A	-68.7%	64.3%	N/A
2016	N/A	-56.6%	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	22.6%	-68.4%	124.1%	69.93%
1 Yr	20.5%	-12.7%	133.0%	62.39%
3 Yr	15.4%*	-5.7%	41.0%	55.89%
5 Yr	14.3%*	-11.6%	33.4%	54.25%
10 Yr	14.1%*	5.1%	22.1%	55.10%

* Annualized

Total Return Ranking - Calendar

Period	BIIGX Return	Category Return Low	Category Return High	Rank in Category (%)
2019	N/A	-28.8%	76.0%	N/A
2018	N/A	-64.5%	16.5%	N/A
2017	N/A	-24.8%	64.3%	N/A
2016	N/A	-56.6%	17.1%	N/A
2015	N/A	-38.0%	17.3%	N/A

NAV & Total Return History

BIIGX - Holdings

Concentration Analysis

	BIIGX	Category Low	Category High	BIIGX % Rank
Net Assets	98.5 M	10.3 K	218 B	84.34%
Number of Holdings	55	1	2364	58.10%
Net Assets in Top 10	40.1 M	425 K	89.8 B	85.55%
Weighting of Top 10	44.42%	10.5%	100.0%	53.19%

Top 10 Holdings

Microsoft Corp 9.87%
Amazon.com Inc 7.59%
Apple Inc 5.25%
FidelityÂ® Inv MM Fds Government I 4.76%
Alphabet Inc A 4.47%
Visa Inc Class A 2.91%
Equinix Inc 2.65%
Danaher Corp 2.38%
S&P Global Inc 2.36%
PayPal Holdings Inc 2.19%

Asset Allocation

	Weighting	Return Low	Return High	BIIGX % Rank
Stocks	95.24%	48.25%	116.73%	86.46%
Cash	4.76%	-12.08%	51.74%	11.82%
Preferred Stocks	0.00%	0.00%	2.39%	39.05%
Other	0.00%	-17.43%	18.94%	44.01%
Convertible Bonds	0.00%	0.00%	6.97%	31.24%
Bonds	0.00%	-0.42%	9.62%	32.75%

Stock Sector Breakdown

	Weighting	Return Low	Return High	BIIGX % Rank
Technology	26.42%	0.00%	53.57%	76.28%
Healthcare	18.02%	0.00%	69.42%	19.42%
Consumer Cyclical	16.99%	0.00%	48.24%	39.20%
Financial Services	12.49%	0.00%	41.61%	25.47%
Communication Services	10.71%	0.00%	67.67%	73.80%
Industrials	8.07%	0.00%	29.16%	25.47%
Real Estate	2.78%	0.00%	23.28%	24.38%
Basic Materials	2.72%	0.00%	13.33%	17.52%
Consumer Defense	1.36%	0.00%	19.68%	79.64%
Energy	0.46%	0.00%	19.81%	23.07%
Utilities	0.00%	0.00%	11.79%	54.96%

Stock Geographic Breakdown

	Weighting	Return Low	Return High	BIIGX % Rank
US	91.42%	46.80%	116.11%	64.23%
Non US	3.82%	0.00%	36.31%	52.85%

BIIGX - Expenses

Operational Fees

	BIIGX Fees (% of AUM)	Category Return Low	Category Return High	Rank in Category (%)
Expense Ratio	0.80%	0.01%	23.28%	68.25%
Management Fee	0.75%	0.00%	1.50%	78.85%
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	0.50%	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	6.00%	0.00%	464.00%	4.25%

BIIGX - Distributions

Dividend Yield Analysis

	BIIGX	Category Low	Category High	BIIGX % Rank
Dividend Yield	0.00%	0.00%	17.94%	33.91%

Dividend Distribution Analysis

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

Net Income Ratio Analysis

	BIIGX	Category Low	Category High	BIIGX % Rank
Net Income Ratio	0.40%	-8.87%	2.43%	28.93%

Capital Gain Distribution Analysis

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

Dividend Payout History

Date	Amount

View More +

BIIGX - Fund Manager Analysis

Managers

Alexander Hancock

Start Date

Tenure

Tenure Rank

Aug 15, 2018

2.21

2.2%

Alexander Hancock, CFA, Co-Portfolio Manager and partner. Mr. Hancock has been an investment professional since 1998 and joined Kornitzer Capital Management (KCM) in 2002. Previously, Mr. Hancock was a private equity analyst at ClearLight Partners, LLC and an analyst in the investment banking division of Salomon Smith Barney. He holds a B.A. in Economics from Dartmouth College. Mr. Hancock has served as co-portfolio manager of the Small Cap Fund since 2017 and as portfolio manager of the Large Cap Fund since August 2018. Mr. Hancock holds the Chartered Financial Analyst designation.

Tenure Analysis

Category Low	Category High	Category Average	Category Mode
0.01	52.87	7.74	0.83

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Buffalo Growth Fund

BIIGX - Snapshot

Vitals

52 WEEK LOW AND HIGH

Expenses

OPERATING RELATED FEES

SALES FEES

BROKERAGE FEES

TRADING FEES

Min Investment

Fund Classification

BIIGX - Profile

Distributions

Fund Details

Fund Description

BIIGX - Performance

Return Ranking - Trailing

Return Ranking - Calendar

Total Return Ranking - Trailing

Total Return Ranking - Calendar

NAV & Total Return History

BIIGX - Holdings

Concentration Analysis

Top 10 Holdings

Asset Allocation

Stock Sector Breakdown

Stock Geographic Breakdown

BIIGX - Expenses

Operational Fees

Sales Fees

Trading Fees

Related Fees

BIIGX - Distributions

Dividend Yield Analysis

Dividend Distribution Analysis

Net Income Ratio Analysis

Capital Gain Distribution Analysis

Dividend Payout History

BIIGX - Fund Manager Analysis

Managers

Alexander Hancock

Tenure Analysis

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