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 Dow Down 0.42% Nasdaq Down 0.39%

Brown Capital Mgmt Small Co Instl (BCSSX)

70.18 Down 0.53(0.75%) Aug 1
Prev Close:70.71
YTD Return*:-1.33%
Net Assets*:2.75B
Yield*:N/A

* As of 30-Jun-14

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

Headlines

  • No Headlines available for BCSSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NTCT4.7651.54
HITT4.4827.00
CMN4.0310.78
TYL3.91-6.95
CGNX3.852.96

Fund Basics

Morningstar Overall Rating:
Total Assets:2.75B
Category:Small Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:-1.33%
5y Avg Return:21.77%
Rank in Category (ytd):76
% Rank in Category (ytd):10.31%
Beta (3y):1.13
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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