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Morningstar

Brown Capital Mgmt Small Co Inv BCSIX

Morningstar Analyst Rating
Analyst rating as of | See Brown Capital Investment Hub
  • NAV / 1-Day Return 72.62  /  2.27 %
  • Total Assets 3.7 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.250%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 5,000
  • Status Limited
  • TTM Yield 0.00
  • Turnover 14%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:30 PM GMT+00:00

Morningstar’s Analysis BCSIX

Will BCSIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCSIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BCSIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BCSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Primed for long-term, high-growth investing.

Associate Director

Summary

| by Tony Thomas

Despite recent weakness, Brown Capital Management Small Company’s team and process keep its prospects bright. Its two share classes earn Morningstar Analyst Ratings of Gold. The fund is closed to most new investors.

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