Buffalo Early Stage Fund Quote
| BUIOX Fund | USD 16.41 0.24 1.44% |
PerformanceSolid
| Odds Of DistressLow
|
Buffalo Early is trading at 16.41 as of the 20th of July 2025; that is 1.44 percent down since the beginning of the trading day. The fund's open price was 16.65. Buffalo Early has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and had a somewhat solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund invests at least 80 percent 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 funds investments in domestic securities, it may also invest up to 20 percent of its net assets in sponsored or unsponsored ADRs and equity securities of foreign companies that are traded on U.S. More on Buffalo Early Stage
Moving together with Buffalo Mutual Fund
Buffalo Mutual Fund Highlights
| Fund Concentration | Buffalo Funds, Large Funds, Small Growth Funds, Small Growth, Buffalo (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 29th of July 2022 |
| Fiscal Year End | March |
Buffalo Early Stage [BUIOX] is traded in USA and was established 20th of July 2025. Buffalo Early is listed under Buffalo category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Buffalo family. This fund currently has accumulated 88.6 M in assets under management (AUM) with minimum initial investment of 250 K. Buffalo Early Stage is currently producing year-to-date (YTD) return of 2.09%, while the total return for the last 3 years was 4.54%.
Check Buffalo Early Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Buffalo Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Buffalo Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Buffalo Early Stage Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Buffalo Early Stage Mutual Fund Constituents
| CDLX | Cardlytics | Stock | Communication Services | |
| WMS | Advanced Drainage Systems | Stock | Industrials | |
| ATSG | Air Transport Services | Stock | Industrials | |
| VRNS | Varonis Systems | Stock | Information Technology | |
| TRPXX | Short Term Investment Trust | Money Market Fund | US Money Market Fund | |
| SSTK | Shutterstock | Stock | Communication Services | |
| PAYS | Paysign | Stock | Information Technology | |
| PATK | Patrick Industries | Stock | Industrials |
Buffalo Early Stage Risk Profiles
| Mean Deviation | 0.9385 | |||
| Semi Deviation | 1.01 | |||
| Standard Deviation | 1.21 | |||
| Variance | 1.46 |
Buffalo Early Against Markets
Other Information on Investing in Buffalo Mutual Fund
Buffalo Early financial ratios help investors to determine whether Buffalo Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Buffalo with respect to the benefits of owning Buffalo Early security.
| Global Correlations Find global opportunities by holding instruments from different markets | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Commodity Directory Find actively traded commodities issued by global exchanges | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments |