Buffalo Mutual Fund Family Data Pages

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Performance
09-30-17

Total ReturnCategory Average
Total Return 35.5 -0.7 -1.0 6.8 15.8
Category Average 34.2 4.2 -1.2 7.1 16.0
Assets for Each Yr* 8.2 7.3 4.8 3.8 4.0
*billions

Trailing Returns %
09-30-17

  YTD 3 Year 5 Year    
Fund Family 15.84 8.26 10.86

Key Stats
09-30-17

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,009 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 69.06 1.05 Average
International Stock 5.0 6.13 1.04 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 3.0 6.09 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 6.2
Stocks 83.1
Bonds 8.4
Other 2.3
Annual Turnover % 36
% Assets in Top 10 8.5
 
Sector Breakdown (% of stocks) 
Sensitive 44.9
Communication Services 2.4
Energy 6.0
Industrials 13.7
Technology 22.9
Cyclical 32.2
Basic Materials 6.5
Consumer Cyclical 14.5
Financial Services 8.6
Real Estate 2.6
Defensive 22.9
Consumer Defensives 7.3
Healthcare 15.6
Utilities 0.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-13-17

  Sector YTD Return % % Net Assets  
  Nevro Corp Healthcare 28.10 0.95
  Align Technology Inc Healthcare 100.57 0.94
  Facebook Inc A* Technology 51.01 0.94
  Equinix Inc* RealEstate 31.17 0.83
  Apple Inc* Technology 37.13 0.82
  Intercontinental Exchange Inc* Financial Services 24.05 0.82
  Alphabet Inc A* Technology 27.18 0.81
  Microsoft Corp* Technology 26.59 0.81
  Praxair Inc* Basic Materials 23.37 0.78
  Verisk Analytics Inc Industrials 3.49 0.77
  Nielsen Holdings PLC Industrials -3.00 0.77
  MSCI Inc* Financial Services 56.17 0.75
  Xylem Inc* Industrials 31.76 0.75
  Danaher Corp* Healthcare 12.10 0.73
  FMC Corp* Basic Materials 66.58 0.71
  S&P Global Inc Financial Services 51.62 0.71
  Procter & Gamble Co* Consumer Defensive 13.09 0.69
  athenahealth Inc* Technology 9.75 0.68
  Shire PLC ADR* Healthcare -9.03 0.68
  AT&T Inc* Communication Services -11.45 0.67
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Best 5-Year Relative Performance | More
10-13-17

Worst 5-Year Relative Performance | More
10-13-17

Fund Name 5-Yr Rank Analyst Report
Buffalo Flexible Income 92 ---
Buffalo Mid Cap 86 ---
Buffalo Small Cap 81 ---
Buffalo Growth 63 ---
Buffalo Emerging Opportunities 50 ---

Lowest Expenses | More
10-13-17

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
10-13-17

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
10-13-17

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 International William Kornitzer 9
Buffalo Growth Clay Brethour 8

Shortest Manager Tenure | More
10-13-17

Fund Name Manager Name Average Manager Tenure
Buffalo Emerging Opportunities Craig Richard 3
Buffalo Dividend Focus Scott Moore 5
Buffalo Mid Cap Robert Male 6
Buffalo High-Yield Paul Dlugosch 8
Buffalo Small Cap Robert Male 8
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