• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 1.20% Nasdaq Down 0.49%

    Brown Capital Mgmt Small Co Instl (BCSSX)

    73.15 Down 0.07(0.10%) Sep 3
    Prev Close:73.15
    YTD Return*:2.19%
    Net Assets*:2.50B
    Yield*:N/A

    * As of 31-Aug-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for BCSSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MANH5.71N/A
    CMN5.66N/A
    BLKB5.62N/A
    TYL5.38N/A
    INCY4.86N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.5B
    Category:Small Growth
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:2.19%
    5y Avg Return:19.44%
    Rank in Category (ytd):28
    % Rank in Category (ytd):3.7%
    Beta (3y):0.95
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation; current income is a secondary consideration. The fund invests at least 80% of its total assets in the equity securities of those companies with total operating revenues of $250 million or less at the time of the initial investment, ("small companies"). It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 to 65 securities which the advisor believes have the potential for growth. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback