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Brown Capital Mgmt Small Co Inv

BCSIX
103.73
-0.05
-0.05%
5/23/2018
5 Years
  • Previous Close

    103.78

  • Net Assets

    2.29B

  • Yield

    0.00%

  • Front load

    None

  • Expenses

    1.28%

  • Category

    Small Growth

  • Morningstar Risk

    Average

  • Morningstar Rating ★★★★★
Profile

Name of Issuer

Brown Capital Management

Fund Style

Open

Fund Manager

Daman Blakeney

Investment Style

Medium Growth

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 net assets (plus any borrowings for investment purposes) in the equity securities of those companies with total operating revenues of $250 million or less at the time of the initial investment. 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.

Purchase Information

Initial Purchase 5,000
Initial Purchase: IRA 2,000
Initial Purchase: AIP 5,000
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