Buffalo Mid Cap Growth Fund Institutional Class (BUIMX) Fund Details & Analysis

Fund Information

Fund Category Mid-Cap Growth

Fund Family Buffalo

Fund Style Large

ISIN US1195308226

CUSIP 119530822

Inception Date -

Domicile -

Country USA

Fiscal Year End -

NAV Chart

Fund Metrics

Net Assets $137.44 Million

Share Class Net Assets $-

Expense Ratio 0.88%

Expense Ratio Date -

Dividend Yield 0.00%

Morning Star Rating -

Morning Star Risk Rating -

Morning Star Category -

Performance

YTD Return -%

1-Year Return -6.29%

3-Year Return 4.51%

5-Year Return -0.33%

NAV $13.93

Previous Close Price $13.81

Last Update 2026-03-31

Dividend Information

Dividend Yield 0.00%

Dividend (ttm) 0.17

Dividend Growth -58.12%

Payout Frequency Annual

Ex-Dividend Date n/a

Ratings

Morning Star Rating -

Morning Star Risk Rating -

Morning Star Category -

Beta (5Y) 1.23

About Buffalo Mid Cap Growth Fund Institutional Class

The fund invests at least 80% of its net assets in equity securities, consisting of common stocks, preferred stocks, convertible securities, warrants and rights of “mid-cap discovery companies.” The adviser defines mid-cap companies as those companies, at the time of purchase, with market capitalizations within the range of the Russell Midcap Growth Index.

Detailed Metrics

Market Cap Distribution

AverageMarketCap 27359.42%

Giant 0.00%

Large 2.90%

Medium 73.21%

Micro 1.52%

Small 17.55%

Value & Growth Metrics

Book-Value Growth % 7.13%

Cash-Flow Growth % 12.44%

Dividend Yield % 0.47%

Historical Earnings % 17.21%

Long-Term Earnings % 13.68%

Asset Allocation

Type	Net %	Long %	Short %	Category Average	benchmark
Bond	0.00%	0.00%	0.00%	0.18%	0.00%
Cash	4.82%	4.82%	0.00%	1.45%	0.00%
Non US Stock	0.00%	0.00%	0.00%	4.12%	1.86%
Not Classified	0.00%	0.00%	0.00%	0.25%	0.00%
Other	0.00%	0.00%	0.00%	1.34%	0.00%
US Stock	95.18%	95.18%	0.00%	92.98%	98.14%

Top Holdings

Name	Weight	Owned	Change
Gartner Inc	3.37%	-	-
MSCI Inc	3.88%	-	-
Verisk Analytics Inc	3.03%	-	-
CBRE Group Inc	3.86%	-	-
Copart Inc	2.72%	-	-
Fidelity Government Portfolio	4.14%	-	-
IQVIA Holdings Inc	3.28%	-	-
AMETEK Inc	2.71%	-	-
Kinsale Capital Group Inc	3.58%	-	-
TransUnion	3.02%	-	-
Veeva Systems Inc	4.26%	-	-
Vistra Corp	3.35%	-	-
Vertiv Holdings Co	3.20%	-	-
Live Nation Entertainment Inc	2.71%	-	-

See the full breakdown of BUIMX fund's asset allocation and top holdings .

Sector Weights

Category	Subcategory	Amount %	Category Avg	Stocks %	Benchmark
Bond Sector	Cash and Equivalents	3.20%	75.15%	100.00%	0.00%
Bond Sector	Corporate	3.20%	14.40%	0.00%	0.00%
Bond Sector	Derivative	3.20%	0.83%	0.00%	0.00%
Bond Sector	Government	3.20%	7.04%	0.00%	0.00%
Bond Sector	Municipal	3.20%	0.00%	0.00%	0.00%
Bond Sector	Securitized	3.20%	2.58%	0.00%	0.00%
Cyclical	Basic Materials	4.29%	1.92%	0.00%	4.51%
Cyclical	Consumer Cyclical	6.50%	15.59%	0.00%	10.01%
Cyclical	Financial Services	8.16%	9.57%	0.00%	9.11%
Cyclical	Real Estate	8.15%	1.71%	0.00%	3.40%
Defensive	Consumer Defensive	0.00%	1.57%	0.00%	1.17%
Defensive	Healthcare	16.80%	16.01%	0.00%	7.41%
Defensive	Utilities	3.20%	1.43%	0.00%	2.73%
Sensitive	Communication Services	8.31%	3.93%	0.00%	2.57%
Sensitive	Energy	0.00%	3.69%	0.00%	2.09%
Sensitive	Industrials	24.99%	23.05%	0.00%	26.58%
Sensitive	Technology	19.60%	21.53%	0.00%	30.41%

World Regions

Region	Subregion	Category Average	Stocks Percent	Benchmark
Americas	Latin America	0.58%	-	0.27%
Americas	North America	97.17%	100.00%	98.15%
Greater Asia	Asia Developed	0.14%	-	-
Greater Asia	Asia Emerging	0.33%	-	0.56%
Greater Asia	Australasia	0.03%	-	-
Greater Asia	Japan	0.07%	-	-
Greater Europe	Africa/Middle East	0.10%	-	-
Greater Europe	Europe Developed	1.12%	-	0.69%
Greater Europe	Europe Emerging	-	-	-
Greater Europe	United Kingdom	0.45%	-	0.33%

Dividend History

Date	Amount	Unadjusted Amount	Currency	Declaration Date	Record Date	Payment Date	Period
No dividend history available

View the full dividend history for BUIMX.

Buffalo Mid Cap Growth Fund Institutional Class NMFQS:BUIMX