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Buffalo Blue Chip Growth Fund Investor Class: (MF: BUFEX)
(NASDAQ Mutual Funds) As of Jun 27, 2025 08:00 PM ET
$56.89 USD
+0.42 (0.74%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.09 | 56 |
| 3 months | 0.35 | 36 |
| 6 months | -0.40 | 20 |
| 1 Year | 12.04 | 36 |
| 3 Year | 18.22 | 12 |
| 5 Year | 15.44 | 21 |
| 10 Year | 13.74 | 12 |
* Annual for three years and beyond.
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Portfolio Statistics
| % Unrealized Gain | 50.63 |
| % Yield | 0.00 |
| % SEC Yield | NA |
| Net Assets (Mil $) 5/31/2025 | 39.89 |
| % Turnover 5/31/2025 | 72.00 |
Risk
| 3 Year | 5 Year | 10 Year | |
|---|---|---|---|
| Beta | 1.00 | 1.03 | 0.99 |
| Alpha | 3.52 | -0.58 | 0.97 |
| R Squared | 0.90 | 0.90 | 0.91 |
| Std. Dev. | 17.48 | 17.62 | 16.10 |
| Sharpe | 0.85 | 0.80 | 1.00 |
Sector / Country Weightings
| As of 5/31/2025 | % of Portfolio |
|---|---|
| Technology | 51.30 |
| Retail Trade | 14.91 |
| Finance | 9.50 |
| Other | 6.99 |
| Health | 4.80 |
| Non-Durable | 4.65 |
| Industrial Cyclical | 4.28 |
| Consumer Durables | 1.54 |
| Energy | 0.94 |
| Utilities | 0.75 |
| Services | 0.34 |
Portfolio Holdings
| Top Equity Holdings (As of 12/31/2024) |
% of Portfolio | Value (Mil$) |
|---|---|---|
| APPLE INC | 10.46 | 16.30 |
| NVIDIA CORP | 9.72 | 15.14 |
| MICROSOFT CORP | 9.26 | 14.43 |
| AMAZON.COM INC | 6.62 | 10.32 |
| ALPHABET INC CLASS A | 6.16 | 9.60 |
| TOTAL*SHORT TERM INVESTME | 5.00 | 7.79 |
| META PLATFORMS INC | 4.34 | 6.76 |
| BROADCOM INC | 2.91 | 4.53 |
| VISA INC | 2.06 | 3.21 |
Stock Holding % of Net Assets
| As Of | 12/31/2024 |
| Total Issues | 79 |
| Avg. P/E | 41.53 |
| Avg. P/Book | 4.18 |
| Avg. EPS Growth | 15.31 |
| Avg. Market Value (Mil $) | 653,260 |
Composition
| % of Portfolio | |
| Stocks | 93.69 |
| Foreign Stocks | 4.43 |
| Cash | 5.00 |
| Bonds | 0.00 |
| Foreign Bonds | 0.00 |
| Preferred | 0.00 |
| Convertible | 0.00 |
| Other | 1.32 |
| Foreign Hedged | 0.00 |
Style Analysis
| % of Portfolio | |
| Large Growth | 67.34 |
| Large Value | 0.45 |
| Small Growth | 7.05 |
| Small Value | 4.76 |
| Foreign Stock | 2.96 |
| Emerging Market | 0.00 |
| Precious Metal | 0.00 |
| Intermediate Bond | 3.51 |
| Foreign Bond | 0.00 |
| High Yield Bond | 11.43 |