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Morningstar

Brown Capital Mgmt Intl All Com Instl BCISX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Capital Investment Hub
  • NAV / 1-Day Return 16.39  /  +0.86 %
  • Total Assets 66.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield —
  • Turnover 20%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 12:27 AM GMT+0

Morningstar’s Analysis BCISX

Will BCISX 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 BCISX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCISX 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 BCISX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Brown Capital Mgmt Intl All Com Instl's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BCISX

More BCISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 35.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cochlear Ltd

4.45 3.1 Mil
Healthcare

Novo Nordisk A/S Class B

4.30 3.0 Mil
Healthcare

Icon PLC

4.24 3.0 Mil
Healthcare

Givaudan SA

3.77 2.7 Mil
Basic Materials

The Descartes Systems Group Inc

3.31 2.3 Mil
Technology

Chr. Hansen Holding A/S

3.19 2.2 Mil
Basic Materials

MercadoLibre Inc

3.09 2.2 Mil
Consumer Cyclical

Temenos AG

3.09 2.2 Mil
Technology

Dassault Systemes SE

2.93 2.1 Mil
Technology

Partners Group Holding AG

2.92 2.1 Mil
Financial Services