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Brown Capital Management International Small Company Fund Investor Shares (BCSVX)

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28.86+0.21 (+0.73%)
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Brown Capital Management International Small Company Fund Investor Shares

Brown Capital Management Mutual Funds



Management Information
Daniel L. Boston,Lead Manager since April 2, 2019
Prior to joining Chautauqua Capital in 2013, Mr. Boston served as a Senior Portfolio Manager and Head of International Equity for Ensign Peak Advisors. He was responsible for constructing and managing the firm’s international all-cap equity portfolio and institutionalizing the firm’s fundamental research process. Before that, Mr. Boston served as a Senior Equity Analyst at Wasatch Advisors, working as a generalist and a financial sector specialist supporting both domestic and international equity funds. He also worked on the international growth team at Artisan Partners as an Equity Research Intern. He holds a B.S. in Accounting from Brigham Young University, and an M.B.A. from the Yale School of Management. During his time at Yale, he served as a research assistant to Nobel Laureate Economist Robert Shiller.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryForeign Small/Mid Growth
Fund FamilyBrown Capital Management
Net Assets2.5B
YTD Return8.09%
Morningstar Rating★★★★★
Inception DateSep 29, 2015

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover18.00%
Average for CategoryN/A

Fees & Expenses

ExpenseBCSVXCategory Average
Annual Report Expense Ratio (net)1.33%1.33%
Prospectus Net Expense Ratio1.33%N/A
Prospectus Gross Expense Ratio1.33%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales LoadN/A5.34%
Max Deferred Sales LoadN/A1.35%
3 Yr Expense Projection421N/A
5 Yr Expense Projection728N/A
10 Yr Expense Projection1,600N/A