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    Brown Capital Mgmt Small Co Instl (BCSSX)

    70.89 Up 0.32(0.45%) Jan 23
    Prev Close:70.89
    YTD Return*:2.40%
    Net Assets*:2.63B
    Yield*:N/A

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for BCSSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    TYL4.91-1.45
    INCY4.820.89
    CMN4.79-1.23
    MDSO4.62-2.01
    MANH4.37-2.46

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.63B
    Category:Small Growth
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:2.40%
    5y Avg Return:17.16%
    Rank in Category (ytd):56
    % Rank in Category (ytd):7.76%
    Beta (3y):0.97
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term capital appreciation; current income is a secondary consideration. The fund normally 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"). The Small Company Fund typically invests in common stocks. The Advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. View More
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