BUIMX: Buffalo Mid Cap Fund - MutualFunds.com
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Name

Price

Aum/Mkt Cap

YIELD & DIV

Exp Ratio

Watchlist

Buffalo Mid Cap Fund

BUIMX | fund

$21.65

-

-

0.88%

Vitals

YTD Return

11.9%

1 yr return

31.9%

3 Yr Avg Return

19.5%

5 Yr Avg Return

17.2%

Net Assets

$200 M

Holdings in Top 10

28.6%

52 WEEK LOW AND HIGH

$21.42
$16.95
$21.93

Expenses

OPERATING FEES

Expense Ratio 0.88%

SALES FEES

Front Load N/A

Deferred Load N/A

TRADING FEES

Turnover 41.00%

Redemption Fee N/A


Min Investment

Standard (Taxable)

$250,000

IRA

$250,000


Fund Classification

Fund Type

Open End Mutual Fund

Investment Style

Mid-Cap Growth


Name

Price

Aum/Mkt Cap

YIELD & DIV

Exp Ratio

Watchlist

Buffalo Mid Cap Fund

BUIMX | fund

$21.65

-

-

0.88%

BUIMX - Profile

Distributions

  • YTD Total Return 11.9%
  • 3 Yr Annualized Total Return 19.5%
  • 5 Yr Annualized Total Return 17.2%
  • Capital Gain Distribution Frequency N/A
  • Net Income Ratio -0.48%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Buffalo Mid Cap Fund
  • Fund Family Name
    Buffalo
  • Inception Date
    Jul 01, 2019
  • Shares Outstanding
    4124570
  • Share Class
    Inst
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Josh West

Fund Description

The fund invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible preferred stocks, warrants and rights of medium capitalization ("mid-cap") companies. The adviser defines mid-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Morningstar US Mid Growth Index.


BUIMX - Performance

Return Ranking - Trailing

Period BUIMX Return Category Return Low Category Return High Rank in Category (%)
YTD 11.9% -81.4% 43.6% 60.10%
1 Yr 31.9% 10.1% 96.5% 76.29%
3 Yr 19.5%* 7.2% 43.9% 57.19%
5 Yr 17.2%* 9.1% 44.7% 81.48%
10 Yr 13.7%* 9.6% 22.6% 90.71%

* Annualized

Return Ranking - Calendar

Period BUIMX Return Category Return Low Category Return High Rank in Category (%)
2020 25.6% -69.7% 2474.5% 52.44%
2019 N/A -50.2% 44.0% N/A
2018 N/A -70.5% 9.2% N/A
2017 N/A -21.1% 84.9% N/A
2016 N/A -61.7% 20.7% N/A

Total Return Ranking - Trailing

Period BUIMX Return Category Return Low Category Return High Rank in Category (%)
YTD 11.9% -81.5% 43.6% 59.61%
1 Yr 31.9% 10.1% 96.5% 69.39%
3 Yr 19.5%* -5.6% 43.9% 53.40%
5 Yr 17.2%* 9.1% 44.7% 79.78%
10 Yr 13.7%* 9.6% 22.6% 90.14%

* Annualized

Total Return Ranking - Calendar

Period BUIMX Return Category Return Low Category Return High Rank in Category (%)
2020 25.6% -69.7% 2474.5% 52.44%
2019 N/A -50.2% 44.0% N/A
2018 N/A -51.7% 12.2% N/A
2017 N/A -7.0% 84.9% N/A
2016 N/A -61.7% 20.7% N/A

NAV & Total Return History


BUIMX - Holdings

Concentration Analysis

BUIMX Category Low Category High BUIMX % Rank
Net Assets 200 M 1.21 M 115 B 76.95%
Number of Holdings 66 19 3536 63.19%
Net Assets in Top 10 57 M 2.5 K 12.2 B 73.47%
Weighting of Top 10 28.55% 3.5% 91.6% 32.87%

Top 10 Holdings

  1. MSCI Inc 3.77%
  2. Lyft Inc Class A 3.66%
  3. IHS Markit Ltd 3.63%
  4. TripAdvisor Inc 2.83%
  5. Bio-Techne Corp 2.79%
  6. CBRE Group Inc Class A 2.79%
  7. RealPage Inc 2.65%
  8. Iac/Interactivecor 2.58%
  9. Veeva Systems Inc Class A 2.58%
  10. CoStar Group Inc 2.55%

Asset Allocation

Weighting Return Low Return High BUIMX % Rank
Stocks
99.20% 16.18% 100.69% 36.66%
Cash
0.80% -0.69% 25.07% 59.05%
Preferred Stocks
0.00% 0.00% 1.36% 47.09%
Other
0.00% -0.44% 30.27% 50.92%
Convertible Bonds
0.00% 0.00% 0.30% 43.71%
Bonds
0.00% 0.00% 46.55% 45.86%

Stock Sector Breakdown

Weighting Return Low Return High BUIMX % Rank
Technology
28.68% 0.00% 61.26% 64.42%
Healthcare
19.26% 0.00% 37.31% 52.91%
Industrials
17.70% 0.00% 38.40% 16.87%
Consumer Cyclical
8.72% 0.00% 61.62% 90.49%
Real Estate
8.05% 0.00% 11.46% 7.67%
Financial Services
6.91% 0.00% 36.63% 41.72%
Communication Services
4.32% 0.00% 30.80% 52.61%
Energy
3.25% 0.00% 68.96% 3.53%
Basic Materials
2.60% 0.00% 25.59% 28.68%
Consumer Defense
0.49% 0.00% 13.55% 80.52%
Utilities
0.00% 0.00% 9.98% 55.83%

Stock Geographic Breakdown

Weighting Return Low Return High BUIMX % Rank
US
98.69% 16.04% 100.00% 11.35%
Non US
0.51% 0.00% 56.00% 88.50%

BUIMX - Expenses

Operational Fees

BUIMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.88% 0.01% 2.77% 60.71%
Management Fee 0.85% 0.00% 1.50% 80.68%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.40% N/A

Sales Fees

BUIMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 0.00% 5.75% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

BUIMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 0.20% 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.

BUIMX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 41.00% 0.00% 457.00% 37.37%

BUIMX - Distributions

Dividend Yield Analysis

BUIMX Category Low Category High BUIMX % Rank
Dividend Yield 0.00% 0.00% 0.19% 44.65%

Dividend Distribution Analysis

BUIMX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Semi-Annually Monthly Semi-Annually

Net Income Ratio Analysis

BUIMX Category Low Category High BUIMX % Rank
Net Income Ratio -0.48% -69.00% 1.49% 52.56%

Capital Gain Distribution Analysis

BUIMX Category Low Category High Capital Mode
Capital Gain Distribution Frequency

Dividend Payout History

View More +

BUIMX - Fund Manager Analysis

Managers

Josh West


Start Date

Tenure

Tenure Rank

Nov 15, 2017

3.79

3.8%

Mr. West has been an investment professional since 2005 and joined KCM in 2008. Previously, Mr. West was an equity investment analyst with Scout Investment Advisors in Kansas City, Missouri. Mr. West holds an M.B.A. from the University of Missouri-Columbia and B.S. from the University of Missouri-Columbia.

Chris Carter


Start Date

Tenure

Tenure Rank

Nov 15, 2017

3.79

3.8%

Chris Carter, CFA, Co-Portfolio Manager. Mr. Carter has been an investment professional since 2009 and joined Kornitzer Capital Management, Inc(KCM) in 2011. Mr. Carter was formerly an equity research analyst at Nakoma Capital Management in Madison, Wisconsin from 2009-2011. Mr. Carter holds a B.S. in Finance from Santa Clara University and an M.B.A. from the Wisconsin School of Business Applied Securities Analysis Program.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.12 35.55 8.37 0.72