BUISX: Buffalo Mid Cap Fund - MutualFunds.com
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Buffalo Small Cap Fund

BUISX - Snapshot

Vitals

  • YTD Return 5.4%
  • 3 Yr Annualized Return 19.9%
  • 5 Yr Annualized Return 18.1%
  • Net Assets $189 M
  • Holdings in Top 10 27.9%

52 WEEK LOW AND HIGH

$21.75
$9.22
$24.87

Expenses

OPERATING RELATED FEES

  • Expense Ratio 0.89%

SALES FEES

  • Front Load N/A
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 52.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

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

Fund Classification

Compare BUISX to Popular U.S. Mid-Cap Growth Equity Funds and ETFs

Overview

Income Profile

Income Risk

Returns Profile

Allocations

Expenses

About

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+0.65%

$38.83 B

-

$0.00

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0.75%

T. Rowe Price Mid-Cap Growth Fund

Fund

$113.33

+1.86%

$38.04 B

-

$0.00

0.22%

0.73%

ARK Innovation ETF

ARKK | ETF

$117.07

-1.15%

$23.48 B

-

$0.00

-5.96%

0.75%

Janus Henderson Enterprise Fund

Fund

$160.75

+2.31%

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0.30%

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Vanguard Mid-Cap Growth Index Fund

VOT | ETF

$208.51

+1.38%

$21.51 B

0.45%

$0.92

-1.68%

0.07%

BUISX - Profile

Distributions

  • YTD Total Return 5.4%
  • 3 Yr Annualized Total Return 19.9%
  • 5 Yr Annualized Total Return 18.1%
  • Capital Gain Distribution Frequency N/A
  • Net Income Ratio -0.38%
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
    4123512
  • Share Class
    Inst
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Chris Carter

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. It 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.

BUISX - Performance

Return Ranking - Trailing

Period BUISX Return Category Return Low Category Return High Rank in Category (%)
YTD 5.4% -7.4% 33.2% 7.78%
1 Yr 45.6% 8.7% 167.1% 59.31%
3 Yr 19.9%* 5.6% 59.3% 52.05%
5 Yr 18.1%* 11.3% 52.6% 80.28%
10 Yr 11.8%* 7.1% 23.8% 86.89%

* Annualized

Return Ranking - Calendar

Period BUISX Return Category Return Low Category Return High Rank in Category (%)
2020 52.7% -69.7% 2474.5% 11.37%
2019 N/A -50.2% 44.9% 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% 39.8% N/A

Total Return Ranking - Trailing

Period BUISX Return Category Return Low Category Return High Rank in Category (%)
YTD 5.4% -7.4% 33.2% 7.78%
1 Yr 45.6% 2.5% 167.1% 56.44%
3 Yr 19.9%* 3.5% 59.3% 49.83%
5 Yr 18.1%* 11.1% 52.6% 78.51%
10 Yr 11.8%* 7.1% 23.8% 86.11%

* Annualized

Total Return Ranking - Calendar

Period BUISX Return Category Return Low Category Return High Rank in Category (%)
2020 52.7% -69.7% 2474.5% 11.37%
2019 N/A -50.2% 44.9% 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% 39.8% N/A

NAV & Total Return History

BUISX - Holdings

Concentration Analysis

BUISX Category Low Category High BUISX % Rank
Net Assets 189 M 1.12 M 38.8 B 76.24%
Number of Holdings 70 14 2588 64.41%
Net Assets in Top 10 51.8 M 224 K 10.3 B 78.26%
Weighting of Top 10 27.93% 4.8% 99.4% 33.28%

Top 10 Holdings

  1. MSCI Inc 3.40%
  2. Lyft Inc Class A 3.20%
  3. IHS Markit Ltd 3.12%
  4. CoStar Group Inc 3.07%
  5. Verisk Analytics Inc 2.94%
  6. Veeva Systems Inc Class A 2.77%
  7. RealPage Inc 2.65%
  8. CBRE Group Inc Class A 2.37%
  9. AMETEK Inc 2.30%
  10. MarketAxess Holdings Inc 2.15%

Asset Allocation

Weighting Return Low Return High BUISX % Rank
Stocks 		99.33% 15.26% 102.10% 28.99%
Cash 		0.67% -53.51% 32.09% 66.67%
Preferred Stocks 		0.00% 0.00% 2.38% 50.24%
Other 		0.00% -2.23% 73.51% 54.11%
Convertible Bonds 		0.00% 0.00% 1.16% 45.57%
Bonds 		0.00% 0.00% 20.61% 47.50%

Stock Sector Breakdown

Weighting Return Low Return High BUISX % Rank
Technology 		28.09% 0.00% 63.56% 71.18%
Healthcare 		21.54% 0.00% 39.30% 43.48%
Industrials 		16.78% 0.00% 34.97% 16.59%
Consumer Cyclical 		9.31% 0.00% 67.94% 85.35%
Real Estate 		7.51% 0.00% 20.88% 9.66%
Financial Services 		7.08% 0.00% 69.35% 31.88%
Communication Services 		4.55% 0.00% 29.73% 60.71%
Basic Materials 		3.03% 0.00% 11.96% 21.10%
Energy 		1.59% 0.00% 10.35% 8.37%
Consumer Defense 		0.52% 0.00% 15.26% 84.38%
Utilities 		0.00% 0.00% 6.08% 58.45%

Stock Geographic Breakdown

Weighting Return Low Return High BUISX % Rank
US 		99.33% 10.39% 100.02% 4.03%
Non US 		0.00% 0.00% 33.89% 95.49%

BUISX - Expenses

Operational Fees

BUISX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 0.89% 0.05% 25.69% 73.29%
Management Fee 0.85% 0.00% 1.50% 79.07%
12b-1 Fee N/A 0.00% 1.00% N/A
Administrative Fee N/A 0.01% 0.40% N/A

Sales Fees

BUISX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load N/A 2.50% 5.75% N/A
Deferred Load N/A 1.00% 5.50% N/A

Trading Fees

BUISX 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.

BUISX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 52.00% 1.00% 457.00% 49.75%

BUISX - Distributions

Dividend Yield Analysis

BUISX Category Low Category High BUISX % Rank
Dividend Yield 0.00% 0.00% 1.38% 46.73%

Dividend Distribution Analysis

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

Net Income Ratio Analysis

BUISX Category Low Category High BUISX % Rank
Net Income Ratio -0.38% -2.48% 1.59% 48.84%

Capital Gain Distribution Analysis

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

Dividend Payout History

View More +

BUISX - Fund Manager Analysis

Managers

Chris Carter

Start Date

Tenure

Tenure Rank

Nov 15, 2017

3.29

3.3%

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.

Josh West

Start Date

Tenure

Tenure Rank

Nov 15, 2017

3.29

3.3%

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.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.08 35.04 8.17 0.21

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