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Brown Capital Mgmt Small Co Inv BCSIX

Medalist Rating as of | See Brown Capital Investment Hub
  • NAV / 1-Day Return 69.11  /  1.68 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • 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
  • Turnover 22%

Morningstar’s Analysis BCSIX

Will BCSIX outperform in future?

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

Ready to ride out the storms.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

A strong team with an intriguing, potent investment style makes Brown Capital Management Small Company, recently reopened to new investors, one of the best small-growth strategies out there.

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Portfolio Holdings BCSIX

  • Current Portfolio Date
  • Equity Holdings 40
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 48.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
5.44
199,719,066
Technology
5.31
194,887,197
Technology
5.23
192,057,633
Technology
5.13
188,298,165
Technology
5.08
186,483,653
Technology
4.99
183,068,251
Technology
4.86
178,377,967
Healthcare
4.59
168,385,980
Technology
4.10
150,497,476
Healthcare
3.96
145,377,804
Technology