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Brown Capital Mgmt Small Co Instl (BCSSX)

70.53 Down 0.11(0.16%) Oct 24
Prev Close:70.64
YTD Return*:-6.05%
Net Assets*:2.49B
Yield*:N/A

* As of 30-Sep-14

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

Headlines

  • No Headlines available for BCSSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NTCT5.1350.02
CGNX4.481.07
TECH4.27-0.97
CMN4.210.86
CNQR4.2122.58

Fund Basics

Morningstar Overall Rating:
Total Assets:2.49B
Category:Small Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:-6.05%
5y Avg Return:16.49%
Rank in Category (ytd):66
% Rank in Category (ytd):8.96%
Beta (3y):1.09
Morningstar Risk Rating:2

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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