Advertisement
Skip to Content
Morningstar

Brown Capital Mgmt Intl All Com Inv BCIIX

Morningstar Analyst Rating
Quantitative rating as of | See Brown Capital Investment Hub
  • NAV / 1-Day Return 14.46  /  0.28 %
  • Total Assets 64.4 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 1.260%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 8%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 10:57 PM GMT+00:00

Morningstar’s Analysis BCIIX

Will BCIIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCIIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BCIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BCIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

|

Strength in Brown Capital Mgmt Intl All Com Inv's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

Unlock our full analysis with Morningstar Investor