Brown Capital Management Small Company's team continues to shrink amid performance woes and a decline in assets, but the strategy's core team remains sufficient and can continue to execute the approach. As such, its People and Process ratings stay at Average.
Brown Capital Management Small Company Fund Investor Shares BCSIX
- NAV / 1-Day Return 20.22 / −1.17 %
- Total Assets 298.0M
-
Adj. Expense Ratio
1.320%
- Expense Ratio 1.440%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield 0.00
- Turnover 13%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis BCSIX
Will BCSIX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BCSIX 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 BCSIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 43.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
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United States