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.
Brown Capital Mgmt Small Co Inv BCSIX
NAV / 1-Day Return
73.82
/
1.01
%
Total Assets
3.7 Bil
Adj. Expense Ratio
1.250%
Expense Ratio
1.250%
Fee Level
Above Average
Longest Manager Tenure
30.17
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
5,000
Status
Open
TTM Yield
0.00%
Turnover
—
Morningstar’s Fund 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.
