Buffalo Mutual Fund Family Data Pages

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Performance
11-30-17

Total ReturnCategory Average
Total Return 35.5 -0.7 -1.0 6.8 20.4
Category Average 34.2 4.2 -1.2 7.1 21.2
Assets for Each Yr* 8.2 7.3 4.8 3.8 4.1
*billions

Trailing Returns %
11-30-17

  YTD 3 Year 5 Year    
Fund Family 20.39 8.44 11.97

Key Stats
11-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,131 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.2 69.91 1.05 Average
International Stock 5.0 6.12 1.04 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 3.0 5.87 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 4.9
Stocks 84.4
Bonds 8.5
Other 2.2
Annual Turnover % 36
% Assets in Top 10 8.5
 
Sector Breakdown (% of stocks) 
Sensitive 48.6
Communication Services 2.5
Energy 6.2
Industrials 15.9
Technology 23.9
Cyclical 29.8
Basic Materials 6.3
Consumer Cyclical 12.6
Financial Services 8.6
Real Estate 2.4
Defensive 21.5
Consumer Defensives 6.1
Healthcare 15.3
Utilities 0.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 12-15-17

  Sector YTD Return % % Net Assets  
  Nevro Corp Healthcare -3.18 0.95
  Align Technology Inc Healthcare 142.95 0.94
  Facebook Inc A* Technology 56.61 0.94
  Equinix Inc* RealEstate 30.34 0.83
  Apple Inc* Technology 52.33 0.82
  Intercontinental Exchange Inc* Financial Services 26.36 0.82
  Alphabet Inc A* Technology 35.28 0.81
  Microsoft Corp* Technology 42.32 0.81
  Praxair Inc* Basic Materials 30.34 0.78
  Verisk Analytics Inc Industrials 17.04 0.77
  Nielsen Holdings PLC Industrials -8.10 0.77
  MSCI Inc* Financial Services 64.06 0.75
  Xylem Inc* Industrials 37.90 0.75
  Danaher Corp* Healthcare 21.30 0.73
  FMC Corp* Basic Materials 63.89 0.71
  S&P Global Inc Financial Services 58.72 0.71
  Procter & Gamble Co* Consumer Defensive 12.55 0.69
  athenahealth Inc* Technology 29.29 0.68
  Shire PLC ADR* Healthcare -10.67 0.68
  AT&T Inc* Communication Services -5.48 0.67
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Best 5-Year Relative Performance | More
12-15-17

Worst 5-Year Relative Performance | More
12-15-17

Fund Name 5-Yr Rank Analyst Report
Buffalo Mid Cap 95 ---
Buffalo Flexible Income 90 ---
Buffalo Small Cap 84 ---
Buffalo Growth 68 ---
Buffalo Dividend Focus 56 ---

Lowest Expenses | More
12-15-17

Fund Name Expense Ratio Analyst Report
Buffalo Growth 0.91 ---
Buffalo Dividend Focus 0.95 ---
Buffalo Large Cap 0.95 ---
Buffalo Discovery 1.01 05-05-17
Buffalo Flexible Income 1.01 ---

Highest Expenses | More
12-15-17

Fund Name Expense Ratio Analyst Report
Buffalo Emerging Opportunities 1.48 ---
Buffalo International 1.04 ---
Buffalo High-Yield 1.02 ---
Buffalo Discovery 1.01 05-05-17
Buffalo Flexible Income 1.01 ---

Longest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Buffalo Discovery Clay Brethour 14
Buffalo Flexible Income John C. Kornitzer 11
Buffalo Large Cap Elizabeth Jones 10
Buffalo Growth Clay Brethour 10
Buffalo International William Kornitzer 10

Shortest Manager Tenure | More
12-15-17

Fund Name Manager Name Average Manager Tenure
Buffalo Mid Cap Chris Carter 0
Buffalo Emerging Opportunities Craig Richard 4
Buffalo Dividend Focus Paul Dlugosch 5
Buffalo Small Cap Robert Male 8
Buffalo High-Yield Paul Dlugosch 8
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