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Buffalo Growth (BUFGX)

35.79 +0.39 (+1.10%)
At close: November 6 at 8:08:54 PM EST

Fund Summary

The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants, and rights of “growth companies.” The fund’s investment adviser, defines growth companies as companies that, at the time of purchase, are constituents of the Russell 3000® Growth Index or exhibit growth characteristics consistent with inclusion of companies in the Russell 3000® Growth Index. It is non-diversified.

Buffalo Growth

Milwaukee, WI 53201
P.O. Box 701

Fund Overview

Category --
Fund Family Buffalo
Net Assets 163.73M
YTD Return -2.43%
Yield 0.00%
Morningstar Rating
Inception Date May 19, 1995

Fund Operations

Last Dividend 0.08
Last Cap Gain 46.00
Holdings Turnover 10.00%
Average for Category --

Fees & Expenses

Expense BUFGX Category Average
Annual Report Expense Ratio (net)
0.90% --
Prospectus Net Expense Ratio
0.90% --
Prospectus Gross Expense Ratio
0.90% --
Max 12b1 Fee
-- --
Max Front End Sales Load
-- --
Max Deferred Sales Load
-- --
3 Yr Expense Projection
0 --
5 Yr Expense Projection
0 --
10 Yr Expense Projection
0 --

Management Information

Grant joined KCM in 2024 and has been an investment professional since 2008 with experience across multiple asset classes. He was previously an equity analyst at Mitchell Capital Management. Prior to transitioning to the public equity side, he spent time as an analyst in commercial real estate and private equity investing for Occidental Management. Grant started his career on fixed income side as an Executive Vice President at both Country Club Bank and Morgan Stanley. Grant received an undergraduate degree from Kansas State University in Life Sciences and later an MBA in Finance, also from Kansas State University. He holds both the Chartered Financial Analyst designation as well as the Chartered Alternative Investment Analyst designation.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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