Buffalo Mid Cap BUFMX - T. Rowe Price

Buffalo Mid Cap BUFMX - T. Rowe Price

Release Date: 09-30-2017 Buffalo Mid Cap BUFMX ...

60KB Sizes 0 Downloads 8 Views

Recommend Documents

Columbia Mid Cap Growth Z CLSPX - T. Rowe Price
Sep 30, 2017 - The investment seeks significant capital appreciation. Under normal circumstances, the fund invests at le

Neuberger Berman Mid Cap Growth Inv NMANX - T. Rowe Price
Sep 30, 2017 - The investment seeks growth of capital. The fund normally invests at least 80% of its net assets in commo

Artisan Mid Cap Institutional APHMX - T. Rowe Price
Sep 30, 2017 - capitalization of the smallest company in the Russell Midcap® ... Management Company Artisan Partners Li

US Small-Cap Stocks - Login to T. Rowe Price
1Q84. 1Q88. 1Q92. 1Q96. 1Q00. 1Q04. 1Q08. Long-Term Average = 0.77. Case for Small-Cap Equities. All statistics are rela

Victory Integrity Small-Cap Value Y VSVIX - T. Rowe Price
Sep 30, 2017 - 1.49. Western Alliance Bancorp. 1.27. First Horizon National Corp. 1.26 ... Penn National Gaming Inc. 1.1

VY® T. Rowe Price Diversified Mid Cap Growth Portfolio - Initial Class
Sep 30, 2017 - The investment seeks long-term capital appreciation. Under normal market conditions, the Portfolio invest

T. Rowe Price Capital Appreciation
Jun 30, 2017 - T. Rowe Price Capital Appreciation. Category. Allocation—50% to 70% Equity. Overall Morningstar RatingT

news release - T. Rowe Price
34 mins ago - Depreciation and amortization of property and equipment. 34.0 ... Nonrecurring charge (insurance recoverie

T. Rowe Price Funds SICAV
20.09.2017 - Crown Castle International Corp., REIT. 4,75% 15/05/ ...... Crown Castle Towers LLC, 144A. 6,113% 15/01/ ..

T. Rowe Price Presentation - Granicus
May 20, 2015 - Issued in Australia by T. Rowe Price International Ltd (“TRPIL”) (ABN 84 104 852 191), Level 50, Gove

Release Date: 09-30-2017

Buffalo Mid Cap BUFMX ...................................................................................................................................................................................................................................................................................................................................... Benchmark

Overall Morningstar Rating™

Russell Mid Cap Growth TR USD

QQ

Morningstar Return

Morningstar Risk

Below Average

Average

Out of 563 Mid-Cap Growth investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details.

Investment Information

Performance as of 09-30-17

40

Investment Objective & Strategy from investment's prospectus

The investment seeks long-term growth of capital. The fund invests at least 80% of its net assets in equity securities, consisting of domestic common stocks, preferred stocks, convertible preferred stocks, warrants and rights of medium capitalization ("mid-cap") companies. It defines midcap companies as those companies, at the time of purchase, with market capitalizations within the range of the Russell Midcap® Growth Index. Fees and Expenses as of 07-29-17

Prospectus Gross Expense Ratio Total Annual Operating Exp per $1000 Maximum Sales Charge 12b-1 Fee Redemption Fee/Term

1.02 % $ 10.20 . . .

Portfolio Manager(s)

Robert Male, CFA (1992). M.B.A., Southern Methodist University 1988. B.S., University of Kansas 1986. Dave Carlsen, CFA (2006). B.B.A., University of Wisconsin.

30 20 10 0 -10 -20 -30 YTD

1 Year

3 Year

5 Year

10 Year

Average annual, if greater than 1 year

Since Inception

9.41 10.62 6.19 10.59 6.07 7.82 Investment Return % 17.29 17.82 9.96 14.18 8.20 8.73 Benchmark Return % 16.84 18.18 9.13 12.62 6.92 7.05 Category Average % .......................................................................................................................................................................................................... . . . Morningstar Rating™ QQ QQ QQ . . . 563 484 362 # of Funds in Category The performance performance.YTD Past performance future results. The investment YTD data quoted YTD reflects past YTD YTDdoes not guarantee YTD return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower than the performance data quoted. For the most recent month end performance information, please call 1-800-922-9945, or visit rps.troweprice.com.

Portfolio Analysis

Operations and Management

Composition as of 06-30-17

Volatility And Risk Investment

Moderate

High Category

Best 3 Month Return

Worst 3 Month Return

29.88% (Mar '09 - May '09)

-37.33% (Sep '08 - Nov '08)

Morningstar Equity Style Box™ as of 06-30-17

94.4 1.0 0.0 4.6 0.0

Small

Category Description: Mid-Cap Growth

Some mid-cap growth portfolios invest in stocks of all sizes, thus leading to a mid-cap profile, but others focus on midsize companies. Mid-cap growth portfolios target U.S. firms that are projected to grow faster than other mid-cap stocks, therefore commanding relatively higher prices. The U.S. mid-cap range for market capitalization typically falls between $1 billion and $8 billion and represents 20% of the total capitalization of the U.S. equity market. Growth is defined based on fast growth (high growth rates for earnings, sales, book value, and cash flow) and high valuations (high price ratios and low dividend yields).

% Assets

U.S. Stocks Non-U.S. Stocks Bonds Cash Other

Large Mid

Fund Inception Date 12-17-01 Management Company Kornitzer Capital Management Inc Telephone 800-492-8332 Web Site www.buffalofunds.com Issuer Buffalo

Low

Total Return % as of 09-30-17 Investment Benchmark

Value Blend Growth

Giant

% Market Cap

0.00

........................................................

Large Medium Small

22.62 55.97 20.54

........................................................

Micro

0.86

Morningstar Sectors as of 06-30-17

% Fund

Fidelity® Inv MM Fds Government I Kansas City Southern Zoetis Inc Equinix Inc Verisk Analytics Inc

4.60 2.24 1.99 1.94 1.92

h Cyclical

40.96

r t y u

7.77 16.95 11.17 5.07

AmerisourceBergen Corp Bio-Techne Corp Air Products & Chemicals Inc MSCI Inc Nielsen Holdings PLC

1.91 1.87 1.80 1.75 1.73

j Sensitive

38.05

i o p a

1.59 2.62 14.24 19.60

Top 10 Holdings as of 06-30-17

% Assets

.......................................................................................................

.......................................................................................................

Total Number of Stock Holdings Total Number of Bond Holdings Turnover Ratio % Total Assets ($mil)

Principal Risks

85 0 51.00 192.29

...............................................................................................

Basic Materials Consumer Cyclical Financial Services Real Estate

...............................................................................................

Communication Services Energy Industrials Technology

k Defensive

21.00

s Consumer Defensive d Healthcare f Utilities

8.05 12.95 0.00

...............................................................................................

For more information on the risks presented, please refer to http://rps.troweprice.com/riskglossary

Foreign Securities, Loss of Money, Not FDIC Insured, Market/Market Volatility, Equity Securities, Industry and Sector Investing, Other, Management, Mid-Cap, Money Market Fund Ownership

BUFMX

©2017 Morningstar, Inc., Morningstar Investment Profiles™ 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at www.morningstar.com.

ß

®