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Buffalo Small Cap Fund Inc.: (MF: BUFSX)
(NASDAQ Mutual Funds) As of Apr 24, 2024 08:00 PM ET
$13.83 USD
-0.06 (-0.43%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 4.32 | 75 |
| 3 months | 4.32 | 75 |
| 6 months | 12.44 | 96 |
| 1 Year | 3.88 | 98 |
| 3 Year | -8.76 | 95 |
| 5 Year | 9.22 | 49 |
| 10 Year | 8.33 | 36 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 17.38 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 3/31/2024 | 474.27 |
| % Turnover 3/31/2024 | 44.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.11 | 1.14 | 1.18 |
| Alpha | -18.10 | -5.45 | -4.94 |
| R Squared | 0.68 | 0.67 | 0.66 |
| Std. Dev. | 23.43 | 25.59 | 22.02 |
| Sharpe | -0.37 | 0.41 | 2.00 |
Sector / Country Weightings
| As of 3/31/2024 | % of Portfolio |
|---|---|
| Technology | 24.91 |
| Industrial Cyclical | 18.07 |
| Health | 16.52 |
| Non-Durable | 10.07 |
| Finance | 9.77 |
| Services | 8.93 |
| Retail Trade | 4.37 |
| Other | 3.05 |
| Consumer Durables | 2.99 |
| Energy | 1.32 |
Portfolio Holdings
| Top Equity Holdings (As of 12/31/2023) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| TOTAL*SHORT TERM INVESTME | 3.32 | 23.64 |
| DOUBLEVERIFY HOLDINGS INC | 2.86 | 20.36 |
| SUMMIT MATERIALS INC | 2.55 | 18.13 |
| PGT INNOVATIONS INC | 2.50 | 17.81 |
| HAMILTON LANE INC | 2.46 | 17.53 |
| ENDAVA PLC ADR | 2.28 | 16.21 |
| ICF INTERNATIONAL INC | 2.25 | 15.98 |
| MGP INGREDIENTS INC | 2.21 | 15.73 |
| AZEK COMPANY INC | 2.11 | 15.03 |
Stock Holding % of Net Assets
| As Of | 12/31/2023 |
| Total Issues | 72 |
| Avg. P/E | 29.73 |
| Avg. P/Book | 3.88 |
| Avg. EPS Growth | 16.36 |
| Avg. Market Value (Mil $) | 3,973 |
Allocation
| % of Portfolio | |
| Large Growth | 3.79 |
| Large Value | 0.00 |
| Small Growth | 89.74 |
| Small Value | 0.00 |
| Foreign Stock | 0.00 |
| Emerging Market | 0.00 |
| Precious Metal | 0.00 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 0.00 |
| High Yield Bond | 0.00 |