A process update should help Brown Capital Management Small Company keep its edge. Both its share classes, which are closed to new investors, earn a Morningstar Analyst Rating of Gold.
Brown Capital Mgmt Small Co Inv BCSIX
NAV / 1-Day Return
131.85
/
1.32
%
Total Assets
7.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.240%
Expense Ratio
1.240%
Fee Level
Above Average
Longest Manager Tenure
29.18
years
Category
Small Growth
Investment Style
Mid GrowthMin. Initial Investment
5,000
Status
Limited
TTM Yield
0.00%
Turnover
9%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Taking the right steps to stay on top.
