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Buffalo Growth & Income Fund Investor Class: (MF: BUFDX)
(NASDAQ Mutual Funds) As of Jun 26, 2025 08:00 PM ET
$32.62 USD
+0.32 (0.99%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.86 | 94 |
| 3 months | -3.56 | 90 |
| 6 months | -5.43 | 84 |
| 1 Year | 9.00 | 39 |
| 3 Year | 11.32 | 7 |
| 5 Year | 14.40 | 11 |
| 10 Year | 10.80 | 6 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 54.03 |
| % Yield | 1.62 |
| % SEC Yield | NA |
| Net Assets (Mil $) 5/31/2025 | 46.91 |
| % Turnover 5/31/2025 | 8.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 0.87 | 0.84 | 0.89 |
| Alpha | -1.62 | 0.47 | -0.79 |
| R Squared | 0.92 | 0.91 | 0.94 |
| Std. Dev. | 15.00 | 14.36 | 14.26 |
| Sharpe | 0.51 | 0.87 | 1.00 |
Sector / Country Weightings
| As of 5/31/2025 | % of Portfolio |
|---|---|
| Technology | 23.42 |
| Finance | 23.17 |
| Energy | 11.94 |
| Non-Durable | 8.21 |
| Industrial Cyclical | 6.55 |
| Retail Trade | 6.27 |
| Health | 6.08 |
| Utilities | 6.05 |
| Other | 4.83 |
| Services | 2.03 |
| Consumer Durables | 1.45 |
Portfolio Holdings
| Top Equity Holdings (As of 12/31/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| MICROSOFT CORP | 4.74 | 7.86 |
| META PLATFORMS INC | 4.70 | 7.79 |
| APPLE INC | 4.69 | 7.78 |
| VIPER ENERGY INC | 3.99 | 6.62 |
| TOTAL*SHORT TERM INVESTME | 3.96 | 6.57 |
| ROYAL CARIBBEAN GROUP | 2.80 | 4.64 |
| VISA INC | 2.46 | 4.08 |
| S&P GLOBAL INC | 2.14 | 3.55 |
| JPMORGAN CHASE & CO | 2.02 | 3.36 |
Stock Holding % of Net Assets
| As Of | 12/31/2024 |
| Total Issues | 91 |
| Avg. P/E | 28.98 |
| Avg. P/Book | 4.00 |
| Avg. EPS Growth | 13.99 |
| Avg. Market Value (Mil $) | 421,660 |
Composition
| % of Portfolio | |
| Stocks | 89.29 |
| Foreign Stocks | 3.18 |
| Cash | 3.96 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.22 |
| Convertible | 6.42 |
| Other | 0.10 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 13.31 |
| Large Value | 38.92 |
| Small Growth | 9.73 |
| Small Value | 7.39 |
| Foreign Stock | 0.20 |
| Emerging Market | 0.00 |
| Precious Metal | 0.02 |
| Intermediate Bond | 0.00 |
| Foreign Bond | 16.55 |
| High Yield Bond | 9.99 |