Brown Capital Mgmt Mid-Cap Instl
116 South Franklin Street P O Box 69 Rocky Mount NC 27802
Map
Phone: 877-892-4226
| Category: | Mid-Cap Growth | | Fund Family: | Brown Funds | | Net Assets: | 9.61M | | Year-to-Date Return: | 33.21% | | Yield: | 2.92% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-02 |
|
Calvin H. Baker
Lead Manager since
30-Sep-02 | | | Baker is a vice president and portfolio manager/analyst with Brown Capital Management, his employer since August 2000. Previously, Baker was a financial executive at the Wisconsin Energy Corp. from September 1991 to June 2000. From September 1988 to August 1991, he also served as a financial executive at Economic Development Corp. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks long-term capital appreciation. Current income is a secondary consideration. The fund primary invests in a portfolio of equity securities of companies whose market capitalizations qualify them to be considered as ?mid-cap? companies. The Advisor considers a company to be a ?mid-cap? company if it has, at the time of purchase by the Mid-Cap Fund, a market capitalization within the range of market values of issuers included in the Russell Midcap Growth Index. On June 30, 2009, the market value of companies in the Russell Midcap Growth Index varied from approximately $744 million to approximately $13 billion. |
| Last Dividend
(31-Mar-09):
| 0.08 | | Last Cap Gain
(14-Dec-07):
| 0.97 | | Annual Holdings Turnover
| 51.21% | | Average for Category:
| 132.16% |
|
| Expense | BCMSX | Category
Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
|
|
0.20% Nasdaq 
Profile
