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    Brown Capital Mgmt Small Co Instl (BCSSX)

    72.11 Down 0.06(0.08%) Dec 19
    Prev Close:72.17
    YTD Return*:0.97%
    Net Assets*:2.60B
    Yield*:N/A

    * As of 30-Nov-14

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

    Headlines

    • No Headlines available for BCSSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    INCY5.2547.46
    CMN5.0729.76
    TYL4.929.30
    CGNX4.326.44
    ANSS4.32-4.51

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.6B
    Category:Small Growth
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:0.97%
    5y Avg Return:18.82%
    Rank in Category (ytd):47
    % Rank in Category (ytd):6.49%
    Beta (3y):0.99
    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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