3 / 5 Stars
3 1 3 4 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#135 in Mid-Cap Growth
U.S. News evaluated 220 Mid-Cap Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 8.07 percent over the past year, 8.26 percent over the past three years, 6.82 percent over the past five years, and 10.26 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.7%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||6.8%|
|10 Years (Annualized)||10.3%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in domestic common stocks, preferred stocks, convertible preferred stocks, warrants and rights of medium capitalization ("mid-cap") companies. The advisor considers a company to be a mid-cap company if, at time of purchase by the fund, it has a market capitalization between $1.5 billion and $10 billion. While the fund's investments will consist primarily of domestic securities, it may invest up to 20% of its net assets in sponsored or unsponsored ADRs and securities of foreign companies that are traded on U.S. stock exchanges.
Fees are Low compared to funds in the same category.
Buffalo Mid Cap Fund has an expense ratio of 1.01 percent.
Risk is Average compared to funds in the same category according to Morningstar.