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Morningstar

Brown Capital Management Mid Co Instl BCMIX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Capital Investment Hub
  • NAV / 1-Day Return 13.75  /  −1.01 %
  • Total Assets 70.0 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 500,000
  • Status Open
  • TTM Yield —
  • Turnover 18%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:18 AM GMT+0

Morningstar’s Analysis BCMIX

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

  • People Pillar

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

Brown Capital Management Mid Co Instl’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BCMIX

More BCMIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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