Buffalo Growth & Income Fund

Shareclass
Buffalo Growth & Income (BUFDX)
Type
Open-end mutual fund
Manager

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Buffalo Growth & Income Fund

FUND COVERAGE
# of holdings77
% of assets82%
Score
54 / 100
Rank

41.5 percentile

Group: U.S. Large Cap Equity

Rank: #856 out of 1,462

Grade
C

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

26 / 40

Gender Equality: Equal Compensation and Work Life Balance

8 / 30

Gender Equality: Policies Promoting Gender Equality

18 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co
         % of fund invested: 0.52%
         $USD invested: $912,107
  • 2. Bank of America Corp
         % of fund invested: 1.71%
         $USD invested: $2.98M
  • 3. Welltower Inc
         % of fund invested: 0.69%
         $USD invested: $1.21M
  • 4. Mastercard Inc Class A
         % of fund invested: 1.41%
         $USD invested: $2.47M
  • 5. Citigroup Inc
         % of fund invested: 1.19%
         $USD invested: $2.07M
  • 6. JPMorgan Chase & Co
         % of fund invested: 2.32%
         $USD invested: $4.06M
  • 7. Edison International
         % of fund invested: 0.9%
         $USD invested: $1.58M
  • 8. PepsiCo Inc
         % of fund invested: 0.42%
         $USD invested: $732,822
  • 9. Johnson & Johnson
         % of fund invested: 0.62%
         $USD invested: $1.09M
  • 10. Verizon Communications Inc
         % of fund invested: 0.26%
         $USD invested: $459,744
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Viper Energy Inc Ordinary Shares - Class A
         % of fund invested: 2.73%
         $USD invested: $4.77M
  • 2. Primo Brands Corp Ordinary Shares - Class A
         % of fund invested: 1.5%
         $USD invested: $2.62M
  • 3. Lamar Advertising Co Class A
         % of fund invested: 0.69%
         $USD invested: $1.21M
  • 4. Cintas Corp
         % of fund invested: 1.43%
         $USD invested: $2.5M
  • 5. SS&C Technologies Holdings Inc
         % of fund invested: 1.26%
         $USD invested: $2.2M
  • 6. Fastenal Co
         % of fund invested: 0.49%
         $USD invested: $865,200
  • 7. Tyson Foods Inc Class A
         % of fund invested: 0.38%
         $USD invested: $665,686
  • 8. Martin Marietta Materials Inc
         % of fund invested: 0.47%
         $USD invested: $823,440
  • 9. Crescent Energy Co Class A
         % of fund invested: 0.74%
         $USD invested: $1.29M
  • 10. Northern Oil & Gas Inc
         % of fund invested: 1.03%
         $USD invested: $1.8M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Buffalo Growth & Income Fund

Totals

Holdings
Assets
Weight
Prisons
8
$21.03M
12%
     Prisons high risk
1
$1.82M
1.04%
     Private prisons
0
$0
0%
Borders
6
$18.87M
11%
     Borders high risk
1
$1.82M
1.04%
Total
9
$21.86M
13%
Full fund results

Holdings — 9 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$9.28M
5.31%
Prisons
Borders :
$9.28M
5.31%
2.
Amazon.com Inc
Prisons
Borders
$2.41M
1.38%
Prisons
Borders :
$2.41M
1.38%
3.
Alphabet Inc Class C
Prisons
Borders
$2.31M
1.32%
Prisons
Borders :
$2.31M
1.32%
4.
Alphabet Inc Class A
Prisons
Borders
$2.22M
1.27%
Prisons
Borders :
$2.22M
1.27%
5.
Citizens Financial Group Inc
Prisons
Borders
$1.82M
1.04%
Prisons
Borders :
$1.82M
1.04%
6.
Elevance Health Inc
Prisons
$1.31M
0.75%
Prisons
$1.31M
0.75%
7.
Walmart Inc
Prisons
$1.01M
0.58%
Prisons
$1.01M
0.58%
8.
Equifax Inc
Borders
$829,984
0.47%
Borders :
$829,984
0.47%
9.
Tyson Foods Inc Class A
Prisons
$665,686
0.38%
Prisons
$665,686
0.38%
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