BIIGX: Buffalo Large Cap Fund - MutualFunds.com
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Buffalo Growth Fund

BIIGX - Snapshot

Vitals

  • YTD Return 5.1%
  • 3 Yr Annualized Return 22.3%
  • 5 Yr Annualized Return 20.2%
  • Net Assets $117 M
  • Holdings in Top 10 42.6%

52 WEEK LOW AND HIGH

$32.56
$24.27
$33.72

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


Compare BIIGX to Popular U.S. Large-Cap Growth Equity Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

$70.68

-0.48%

$272.81 B

0.24%

$0.17

4.65%

0.64%

$325.31

-0.14%

$161.68 B

0.53%

$1.77

1.00%

0.20%

$264.62

-0.29%

$157.88 B

0.46%

$1.26

1.72%

0.04%

$136.27

-0.23%

$157.88 B

-

$0.00

4.42%

0.17%

$17.54

-0.34%

$138.35 B

-

$0.00

4.65%

0.86%

BIIGX - Profile

Distributions

  • YTD Total Return 5.1%
  • 3 Yr Annualized Total Return 22.3%
  • 5 Yr Annualized Total Return 20.2%
  • 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
    1572994
  • Share Class
    Inst
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Ken Laudan

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 5.1% -89.6% 94.2% 41.85%
1 Yr 47.5% -9.0% 112.7% 64.96%
3 Yr 22.3%* 7.3% 55.9% 56.04%
5 Yr 20.2%* 10.8% 41.3% 60.69%
10 Yr 14.9%* 8.0% 23.1% 60.83%

* Annualized

Return Ranking - Calendar

Period BIIGX Return Category Return Low Category Return High Rank in Category (%)
2020 22.3% -67.0% 145.0% 59.34%
2019 N/A -28.8% 76.0% N/A
2018 N/A -57.9% 10.6% N/A
2017 N/A -68.7% 64.3% N/A
2016 N/A -47.1% 15.3% N/A

Total Return Ranking - Trailing

Period BIIGX Return Category Return Low Category Return High Rank in Category (%)
YTD 5.1% -89.6% 94.2% 41.93%
1 Yr 47.5% -9.0% 112.7% 58.08%
3 Yr 22.3%* 6.0% 55.9% 52.14%
5 Yr 20.2%* 10.3% 41.3% 58.05%
10 Yr 14.9%* 8.0% 23.1% 57.17%

* Annualized

Total Return Ranking - Calendar

Period BIIGX Return Category Return Low Category Return High Rank in Category (%)
2020 22.3% -67.0% 145.0% 59.34%
2019 N/A -28.8% 76.0% N/A
2018 N/A -57.9% 16.5% N/A
2017 N/A -24.8% 64.3% N/A
2016 N/A -43.3% 17.1% N/A

NAV & Total Return History


BIIGX - Holdings

Concentration Analysis

BIIGX Category Low Category High BIIGX % Rank
Net Assets 117 M 10.3 K 273 B 85.65%
Number of Holdings 53 1 2770 64.04%
Net Assets in Top 10 45.6 M 89.8 K 95 B 85.84%
Weighting of Top 10 42.55% 10.0% 100.0% 54.90%

Top 10 Holdings

  1. Microsoft Corp 9.09%
  2. Amazon.com Inc 7.55%
  3. Apple Inc 6.43%
  4. Alphabet Inc A 4.65%
  5. Visa Inc Class A 2.78%
  6. Fidelity® Inv MM Fds Government I 2.68%
  7. Danaher Corp 2.52%
  8. PayPal Holdings Inc 2.49%
  9. S&P Global Inc 2.31%
  10. Equinix Inc 2.27%

Asset Allocation

Weighting Return Low Return High BIIGX % Rank
Stocks
97.32% 25.53% 139.38% 77.21%
Cash
2.68% -39.37% 74.46% 18.32%
Preferred Stocks
0.00% 0.00% 3.56% 19.08%
Other
0.00% -2.00% 17.95% 28.16%
Convertible Bonds
0.00% 0.00% 15.13% 11.28%
Bonds
0.00% -0.73% 8.57% 14.26%

Stock Sector Breakdown

Weighting Return Low Return High BIIGX % Rank
Technology
27.80% 0.00% 86.94% 68.36%
Consumer Cyclical
17.52% 0.00% 47.80% 33.08%
Healthcare
17.01% 0.00% 38.81% 15.75%
Financial Services
12.43% 0.00% 42.02% 30.20%
Communication Services
10.66% 0.00% 68.19% 78.12%
Industrials
8.81% 0.00% 36.15% 24.00%
Real Estate
2.33% 0.00% 21.30% 18.85%
Basic Materials
1.86% 0.00% 17.50% 34.44%
Consumer Defense
1.58% 0.00% 20.76% 78.88%
Utilities
0.00% 0.00% 10.98% 39.52%
Energy
0.00% 0.00% 30.68% 43.22%

Stock Geographic Breakdown

Weighting Return Low Return High BIIGX % Rank
US
94.11% 10.47% 137.22% 50.72%
Non US
3.21% 0.00% 88.58% 56.85%

BIIGX - Expenses

Operational Fees

BIIGX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.80% 0.01% 46.74% 67.26%
Management Fee 0.75% 0.00% 1.50% 77.04%
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 2.25% 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% 5.00% 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% 358.00% 1.94%

BIIGX - Distributions

Dividend Yield Analysis

BIIGX Category Low Category High BIIGX % Rank
Dividend Yield 0.00% 0.00% 5.87% 12.51%

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 0.40% -56.00% 1.83% 20.59%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

BIIGX - Fund Manager Analysis

Managers

Ken Laudan


Start Date

Tenure

Tenure Rank

Apr 08, 2021

0.06

0.1%

Ken began working with SRAM in 2017 as an advisor to the Small Cap Equities strategy. At SRAM, he capitalizes on 26 years in the institutional investment healthcare sector. His previous experience includes overseeing Humana’s corporate venture capital effort, eleven years as an award-winning sell-side analyst and the last 13 years on the buyside as a sub-advisor at Friess Associates (long only) and Blackthorn Investment Group (market neutral). At Blackthorn, he was part of four-person portfolio team that won back to back “Top Lipper Award for Market Neutral Hedge Fund in North America”. Ken also currently manages his own long oriented healthcare fund, TallGrass Health Sciences Fund. Ken graduated from Kansas State University with a degree in finance and minor in accounting. Ken has served on the Dean of Student’s Advisory Board and the Finance Advisory Board of the Business School at K-State.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.01 53.36 7.72 1.33