BIIGX: Buffalo Growth Fund

Welcome to MutualFunds.com

Please help us personalize your experience and select the one that best describes you.

Your personalized experience is almost ready.

Join other Individual Investors receiving FREE personalized market updates and research. Join other Institutional Investors receiving FREE personalized market updates and research. Join other Financial Advisors receiving FREE personalized market updates and research.
Not interested

Thank you!

Check your email and confirm your subscription to complete your personalized experience.

Thank you for your submission

We hope you enjoy your experience

Channels

Fixed Income Channel

Fixed income news, reports, video and more.

Municipal Bonds Channel

Municipal bonds news, reports, video and more.

Practice Management Channel

Practice management news, reports, video and more.

Portfolio Management Channel

Portfolio management news, reports, video and more.

Retirement Channel

Retirement news, reports, video and more.

Strategists Channel

Learn from industry thought leaders and expert market participants.

Calvert’s Advisor Resource Center

Deepen your understanding of Responsible Investing and learn how it can potentially help you build a more successful practice.

Screener
Funds
Categories

18 Most Popular Mutual Fund Categories

Canada Equity Funds Global Equity Funds Micro-Cap Equity Funds Precious Metals Equity Funds Water Equity Funds
Consumer Staples Funds US Funds China Funds Israel Funds Retirement Income Funds
Bear Market Strategy Funds Market Neutral Funds Alternative Funds Commodity Funds
Currency Funds Mortgage-Backed Securities Funds High Yield Municipal Bond Funds Money Market Funds

View All Categories

Fund Companies

15 Most Popular Fund Companies

Vanguard Fidelity Investments American Funds T. Rowe Price
JPMorgan BlackRock Dimensional Fund Advisors Franklin Templeton
PIMCO Goldman Sachs Federated MFS
Charles Schwab John Hancock Invesco

View All Fund Companies

15 Most Popular Fund Company Quick Screens

Vanguard Index Funds Vanguard Retirement Funds Vanguard Money Market Funds Fidelity Index Funds
Fidelity Money Market Funds Fidelity Blue Chip Growth Equity Funds American Balanced Funds T. Rowe Price Blue Chip Growth Equity Funds
Blackrock Global Allocation Funds Franklin Income Funds PIMCO Income Funds Charles Schwab Index Funds
Charles Schwab Money Market Funds Invesco Real Estate Funds Matthews Asia International Funds

View All Fund Company Quick Screens

Articles

Articles

Mutual Fund Education Index Fund Center Domestic Stock Funds International and Global Stock Funds Target-Date Funds
Fixed-Income Funds Asset Allocation Specialized Funds Enhanced Index Funds Actively Managed Funds
No-Load Funds Bond Funds Equity Funds Hybrid Funds Resources For Mutual Fund Investors
Q&As and Interviews Lighter Side: Quizzes and More Taxation Expert Analysis and Commentary News
Advisors

Advisor Access

Receive email updates about fund flows, news, upcoming CE accredited webcasts from industry thought leaders and more.

Practice Management

Content focused on helping financial advisors build successful client relationships and grow their business.

Portfolio Management

Content geared towards helping financial advisors build better client portfolios.

Expert Opinion

Get insights on the industry trends and investment news from leading fund managers and experts.

Advisor Access
You have successfully subscribed to Advisor Access. Thank you!
Help us personalize your experience.
Which type of investor describes you best?
Help us personalize your experience.
What is your AUM?
Knowing your investable assets will help us build and prioritize features that will suit your investment needs.

Congratulations on personalizing your experience.

Email is verified. Thank you!

BIIGX Buffalo Growth Fund

Profile

BIIGX - Profile

Vitals

  • YTD Return 11.8%
  • 3 Yr Annualized Return N/A
  • 5 Yr Annualized Return N/A
  • Net Assets $105 M
  • Holdings in Top 10 44.4%

52 WEEK LOW AND HIGH

$28.21
$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

Distributions

  • YTD Total Return 11.8%
  • 3 Yr Annualized Total Return N/A
  • 5 Yr Annualized Total Return N/A
  • 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
    1556591
  • 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.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Categories

BIIGX - Mutual Fund Categories

Developed Market
North America
Active
No Load
U.S.
FAANG Equity
North America Equity
Growth Equity
Large-Cap Equity
Large-Cap Growth Equity
Total Dividend Income Equity
U.S. Growth Equity
U.S. Large-Cap Equity
U.S. Large-Cap Growth Equity
Performance

BIIGX - Performance

Return Ranking - Trailing

Period BIIGX Return Category Return Low Category Return High Rank in Category (%)
YTD 11.8% -91.6% 77.8% 66.82%
1 Yr 4.1% -92.0% 95.9% 88.58%
3 Yr N/A* -59.0% 37.2% 14.72%
5 Yr N/A* -41.4% 31.7% 15.88%
10 Yr N/A* -18.4% 17.5% 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 -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 11.8% -91.6% 77.8% 66.82%
1 Yr 4.1% -92.0% 95.9% 88.58%
3 Yr N/A* -57.9% 37.2% 23.43%
5 Yr N/A* -38.8% 31.7% 26.95%
10 Yr N/A* -17.0% 21.2% 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 -56.6% 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 105 M 818 K 235 B 84.24%
Number of Holdings 55 1 2263 57.27%
Net Assets in Top 10 40.1 M 399 K 71.6 B 85.23%
Weighting of Top 10 44.42% 13.5% 100.0% 51.52%

Top 10 Holdings

  1. Microsoft Corp 9.87%
  2. Amazon.com Inc 7.59%
  3. Apple Inc 5.25%
  4. Fidelity® Inv MM Fds Government I 4.76%
  5. Alphabet Inc A 4.47%
  6. Visa Inc Class A 2.91%
  7. Equinix Inc 2.65%
  8. Danaher Corp 2.38%
  9. S&P Global Inc 2.36%
  10. PayPal Holdings Inc 2.19%

Asset Allocation

Weighting Return Low Return High BIIGX % Rank
Stocks 		95.24% 60.93% 103.32% 87.95%
Cash 		4.76% -3.33% 39.07% 10.15%
Preferred Stocks 		0.00% 0.00% 2.55% 31.06%
Other 		0.00% -1.64% 4.98% 34.85%
Convertible Bonds 		0.00% 0.00% 6.70% 24.92%
Bonds 		0.00% -0.48% 13.73% 27.58%

Stock Sector Breakdown

Weighting Return Low Return High BIIGX % Rank
Technology 		26.42% 4.67% 54.73% 72.65%
Healthcare 		18.02% 0.00% 60.93% 17.95%
Consumer Cyclical 		16.99% 0.00% 44.53% 32.88%
Financial Services 		12.49% 0.00% 41.40% 32.35%
Communication Services 		10.71% 0.00% 34.83% 70.30%
Industrials 		8.07% 0.00% 24.88% 24.17%
Real Estate 		2.78% 0.00% 22.16% 29.09%
Basic Materials 		2.72% 0.00% 13.33% 22.20%
Consumer Defense 		1.36% 0.00% 19.15% 82.42%
Energy 		0.46% 0.00% 7.94% 28.48%
Utilities 		0.00% 0.00% 11.79% 50.00%

Stock Geographic Breakdown

Weighting Return Low Return High BIIGX % Rank
US 		91.42% 60.93% 100.05% 63.41%
Non US 		3.82% 0.00% 18.83% 52.20%
Expenses

BIIGX - Expenses

Operational Fees

BIIGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.80% 0.01% 24.73% 72.23%
Management Fee 0.75% 0.00% 1.40% 77.08%
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% 2.92%
Distributions

BIIGX - Distributions

Dividend Yield Analysis

BIIGX Category Low Category High BIIGX % Rank
Dividend Yield 0.00% 0.00% 19.97% 26.33%

Dividend Distribution Analysis

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

Net Income Ratio Analysis

BIIGX Category Low Category High BIIGX % Rank
Net Income Ratio 0.40% -8.87% 2.43% 26.80%

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

2.05

2.1%

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
0.02 37.28 8.3 1.34

Advertisement

×

Wait! Do you know all the important aspects of mutual funds?

×

Free Advisor Access newsletter emailed to you.

Receive free and exclusive email updates for financial advisors about best performers, news, CE accredited webcasts and more.

Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Disclaimer: By registering, you agree to share your data with MutualFunds.com and opt-in to receiving occasional communications about projects and events. The contents of this form are subject to the MutualFunds.com Privacy Policy. You can unsubscribe at any time.

X