A reasonable adjustment to a key input keeps Brown Capital Management Small Company's Process rating at High and its Morningstar Analyst Rating at Gold for both share classes.
Brown Capital Mgmt Small Co Inv BCSIX
NAV / 1-Day Return
129.30
/
1.11
%
Total Assets
7.0 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.
1.250%
Expense Ratio
1.250%
Fee Level
Above Average
Longest Manager Tenure
28.91
years
Category
Small Growth
Investment Style
Mid GrowthMin. Initial Investment
5,000
Status
Limited
TTM Yield
0.00%
Turnover
9%
Premium
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.
A Process Tweak at Brown Capital Management Small Company Doesn't Impact Ratings
