Buffalo Mutual Fund Family Data Pages

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Performance
06-30-18

Total ReturnCategory Average
Total Return -0.7 -1.0 6.8 20.8 5.7
Category Average 4.2 -1.2 7.1 21.9 5.3
Assets for Each Yr* 7.3 4.8 3.8 4.1 4.4
*billions

Trailing Returns %
06-30-18

  YTD 3 Year 5 Year    
Fund Family 5.69 8.99 9.64

Key Stats
06-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,385 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.2 72.66 1.04 Average
International Stock 4.0 6.50 1.03 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 3.0 5.05 1.02 Average
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
0 1 2
0 0 2
0 0 2
Asset Allocation %
Cash 4.6
Stocks 84.6
Bonds 8.7
Other 2.1
Annual Turnover % 38
% Assets in Top 10 9.1
 
Sector Breakdown (% of stocks) 
Sensitive 52.8
Communication Services 2.7
Energy 5.0
Industrials 18.4
Technology 26.6
Cyclical 29.0
Basic Materials 6.8
Consumer Cyclical 11.4
Financial Services 9.0
Real Estate 1.9
Defensive 18.2
Consumer Defensives 5.4
Healthcare 12.8
Utilities 0.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 07-13-18

  Sector YTD Return % % Net Assets  
  Nevro Corp Healthcare -16.32 1.20
  Amazon.com Inc* Consumer Cyclical 55.03 1.02
  Microsoft Corp* Technology 24.23 0.92
  Xylem Inc* Industrials 1.09 0.92
  S&P Global Inc* Financial Services 24.94 0.91
  Intuit Inc* Technology 36.19 0.85
  Danaher Corp* Healthcare 7.22 0.84
  athenahealth Inc* Technology 21.35 0.84
  Align Technology Inc Healthcare 63.58 0.83
  Alphabet Inc A* Technology 14.34 0.81
  Equinix Inc* RealEstate -1.15 0.80
  Roper Technologies Inc* Industrials 9.92 0.80
  Nasdaq Inc* Financial Services 22.26 0.79
  Praxair Inc* Basic Materials 8.90 0.79
  Evoqua Water Technologies Corp Industrials -12.65 0.77
  Portola Pharmaceuticals Inc Healthcare -17.34 0.77
  Boeing Co* Industrials 20.11 0.72
  Electronic Arts Inc* Technology 41.57 0.70
  HollyFrontier Corp* Energy 35.38 0.68
  8x8 Inc Communication Services 50.00 0.67
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Best 5-Year Relative Performance | More
07-13-18

Fund Name 5-Yr Rank Analyst Report
Buffalo Discovery 14 04-27-18
Buffalo Dividend Focus 14 ---
Buffalo International 19 ---
Buffalo Large Cap 40 ---
Buffalo Growth 57 ---

Worst 5-Year Relative Performance | More
07-13-18

Fund Name 5-Yr Rank Analyst Report
Buffalo Mid Cap 91 ---
Buffalo Flexible Income 81 ---
Buffalo Small Cap 80 ---
Buffalo Emerging Opportunities 72 ---
Buffalo Growth 57 ---

Lowest Expenses | More
07-13-18

Fund Name Expense Ratio Analyst Report
Buffalo Growth 0.91 ---
Buffalo Large Cap 0.93 ---
Buffalo Dividend Focus 0.94 ---
Buffalo Discovery 1.01 04-27-18
Buffalo Flexible Income 1.01 ---

Highest Expenses | More
07-13-18

Fund Name Expense Ratio Analyst Report
Buffalo Emerging Opportunities 1.48 ---
Buffalo International 1.03 ---
Buffalo High-Yield 1.02 ---
Buffalo Discovery 1.01 04-27-18
Buffalo Flexible Income 1.01 ---

Longest Manager Tenure | More
07-13-18

Fund Name Manager Name Average Manager Tenure
Buffalo Discovery Clay Brethour 15
Buffalo Flexible Income John C. Kornitzer 11
Buffalo Large Cap Elizabeth Jones 11
Buffalo Growth Clay Brethour 11
Buffalo International William Kornitzer 10

Shortest Manager Tenure | More
07-13-18

Fund Name Manager Name Average Manager Tenure
Buffalo Mid Cap Chris Carter 1
Buffalo Emerging Opportunities Craig Richard 4
Buffalo Dividend Focus Paul Dlugosch 5
Buffalo Small Cap Robert Male 8
Buffalo High-Yield Paul Dlugosch 9
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