Buffalo Mutual Fund Family Data Pages

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Performance
09-30-18

Total ReturnCategory Average
Total Return -0.7 -1.0 6.8 20.8 11.6
Category Average 4.2 -1.2 7.1 21.9 11.2
Assets for Each Yr* 7.3 4.8 3.8 4.1 4.5
*billions

Trailing Returns %
09-30-18

  YTD 3 Year 5 Year    
Fund Family 11.56 14.44 8.66

Key Stats
09-30-18

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
4,534 $2,500 0.0 100.0
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 73.42 1.04 Average
International Stock 5.0 6.53 1.03 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 3.0 4.56 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 4.7
Stocks 85.1
Bonds 9.0
Other 1.3
Annual Turnover % 34
% Assets in Top 10 7.9
 
Sector Breakdown (% of stocks) 
Sensitive 52.2
Communication Services 2.6
Energy 5.4
Industrials 17.7
Technology 26.5
Cyclical 28.1
Basic Materials 7.0
Consumer Cyclical 11.5
Financial Services 7.5
Real Estate 2.0
Defensive 19.7
Consumer Defensives 4.7
Healthcare 15.0
Utilities 0.1

Top 20 US Holdings | Get Price Quotes
YTD Return through 10-12-18

  Sector YTD Return % % Net Assets  
  Intuit Inc* Technology 28.24 0.97
  Microsoft Corp* Technology 25.30 0.95
  Alphabet Inc A* Technology 3.55 0.84
  Evoqua Water Technologies Corp Industrials -32.52 0.79
  Clorox Co* Consumer Defensive -2.55 0.76
  Roper Technologies Inc* Industrials 6.15 0.75
  8x8 Inc Communication Services 26.17 0.73
  Xylem Inc* Industrials 2.16 0.72
  IHS Markit Ltd A* Industrials 11.81 0.71
  Boeing Co* Industrials 23.17 0.70
  Semtech Corp Technology 43.27 0.69
  WageWorks Inc Industrials -33.71 0.61
  Illumina Inc* Healthcare 40.71 0.59
  Electronic Arts Inc* Technology -1.37 0.58
  Aptiv PLC* Consumer Cyclical -12.08 0.57
  Zoetis Inc Class A* Healthcare 21.29 0.55
  Zebra Technologies Corp Industrials 45.51 0.54
  Fleetcor Technologies Inc Industrials 4.25 0.53
  Amphenol Corp Class A* Technology -3.29 0.52
  Alnylam Pharmaceuticals Inc* Healthcare -37.58 0.51
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Best 5-Year Relative Performance | More
10-12-18

Fund Name 5-Yr Rank Analyst Report
Buffalo Dividend Focus 9 ---
Buffalo International 12 ---
Buffalo Discovery 26 08-27-18
Buffalo Large Cap 39 ---
Buffalo High-Yield 61 ---

Worst 5-Year Relative Performance | More
10-12-18

Fund Name 5-Yr Rank Analyst Report
Buffalo Mid Cap 92 ---
Buffalo Emerging Opportunities 88 ---
Buffalo Small Cap 82 ---
Buffalo Growth 71 ---
Buffalo Flexible Income 64 ---

Lowest Expenses | More
10-12-18

Fund Name Expense Ratio Analyst Report
Buffalo Growth 0.91 ---
Buffalo Large Cap 0.93 ---
Buffalo Dividend Focus 0.94 ---
Buffalo Discovery 1.01 08-27-18
Buffalo Flexible Income 1.01 ---

Highest Expenses | More
10-12-18

Fund Name Expense Ratio Analyst Report
Buffalo Emerging Opportunities 1.48 ---
Buffalo International 1.03 ---
Buffalo High-Yield 1.02 ---
Buffalo Discovery 1.01 08-27-18
Buffalo Flexible Income 1.01 ---

Longest Manager Tenure | More
10-12-18

Fund Name Manager Name Average Manager Tenure
Buffalo Discovery Clay Brethour 15
Buffalo Flexible Income John C. Kornitzer 12
Buffalo Growth Clay Brethour 11
Buffalo International William Kornitzer 10
Buffalo High-Yield Paul Dlugosch 9

Shortest Manager Tenure | More
10-12-18

Fund Name Manager Name Average Manager Tenure
Buffalo Large Cap Alexander Hancock 0
Buffalo Mid Cap Chris Carter 1
Buffalo Dividend Focus Paul Dlugosch 2
Buffalo Emerging Opportunities Craig Richard 4
Buffalo High-Yield Paul Dlugosch 9
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