Dow Up 0.64% Nasdaq Up 0.68%

Brown Capital Mgmt Small Co Instl (BCSSX)

72.71 Up 0.72(1.00%) Sep 18
Prev Close:71.99
YTD Return*:-2.65%
Net Assets*:2.62B
Yield*:N/A

* As of 31-Aug-14

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

Headlines

  • No Headlines available for BCSSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NTCT4.5158.06
CGNX4.3213.38
TYL4.08-12.01
ANSS3.96-6.08
MDSO3.91-21.66

Fund Basics

Morningstar Overall Rating:
Total Assets:2.62B
Category:Small Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:-2.65%
5y Avg Return:19.20%
Rank in Category (ytd):74
% Rank in Category (ytd):10.04%
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback