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Buffalo Early Stage Growth Instl (BUIOX)

16.90 +0.27 (+1.62%)
At close: 8:00 PM EDT

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 “early stage growth companies". In addition to the fund's investments in domestic securities, it may also invest up to 20% of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. stock exchanges.

Buffalo Early Stage Growth Instl

Milwaukee, WI 53201
P.O. Box 701

Fund Overview

Category Small Growth
Fund Family Buffalo
Net Assets 73.94M
YTD Return 9.59%
Yield 0.00%
Morningstar Rating
Inception Date Jul 01, 2019

Fund Operations

Last Dividend --
Last Cap Gain 12.00
Holdings Turnover 20.00%
Average for Category --

Fees & Expenses

Expense BUIOX Category Average
Annual Report Expense Ratio (net) 1.35% 1.21%
Prospectus Net Expense Ratio 1.35% --
Prospectus Gross Expense Ratio 1.35% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Doug Cartwright, CFA, Co-Portfolio Manager and partner. Mr. Cartwright has been an investment professional since 2006 and joined Kornitzer Capital Management in 2013. Mr. Cartwright was formerly an equity analyst with Kellogg Asset Management and a credit analyst with Waddell & Reed Investment Management. Mr. Cartwright holds a B.A. in Business Administration from Baylor University and an M.B.A from the Wisconsin School of Business Applied Securities Analysis Program. Mr. Cartwright has served as co-portfolio manager of the Emerging Opportunities Fund since 2015.

Morningstar Style Box

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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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