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Morningstar

Brown Capital Management Mid Co Inv BCMSX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Capital Investment Hub
  • NAV / 1-Day Return 12.23  /  0.16 %
  • Total Assets 67.9 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield —
  • Turnover 18%

USD | NAV as of Dec 04, 2023 | 1-Day Return as of Dec 04, 2023, 11:35 PM GMT+0

Morningstar’s Analysis BCMSX

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

People Pillar

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

Brown Capital Management Mid Co Inv’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

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BCMSX

More BCMSX Holdings
  • Current Portfolio Date
  • Equity Holdings 40
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 43.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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