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Brown Capital Mgmt Small Co Instl (BCSSX)

72.37 Down 0.44(0.60%) Aug 27
Prev Close:72.81
YTD Return*:-4.99%
Net Assets*:2.61B
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for BCSSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NTCT4.5143.29
CGNX4.328.43
TYL4.08-11.34
ANSS3.96-12.84
MDSO3.91-27.51

Fund Basics

Morningstar Overall Rating:
Total Assets:2.61B
Category:Small Growth
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:-4.99%
5y Avg Return:18.84%
Rank in Category (ytd):56
% Rank in Category (ytd):7.6%
Beta (3y):1.12
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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