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    Brown Capital Mgmt Small Co Instl (BCSSX)

    68.48 Down 0.14(0.20%) May 3
    Prev Close:68.62
    YTD Return*:-5.41%
    Net Assets*:2.65B
    Yield*:N/A

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for BCSSX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    CMN5.50N/A
    TYL5.00N/A
    BLKB4.88N/A
    FEIC4.74N/A
    MANH4.43N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.65B
    Category:Small Growth
    Annual Report Expense Ratio (net):1.05%

    Performance & Risk

    YTD Return:-5.41%
    5y Avg Return:11.14%
    Rank in Category (ytd):57
    % Rank in Category (ytd):7.57%
    Beta (3y):1.06
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. 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
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