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Brown Capital Mgmt Small Co Inv BCSIX

Medalist Rating as of | See Brown Capital Investment Hub
  • NAV / 1-Day Return 67.11  /  +0.34 %
  • Total Assets 2.1 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%

USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BCSIX

Will BCSIX outperform in future?

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

New Comanager Joins Brown Capital Management Small Company; Ratings Unchanged

null Tony Thomas

Tony Thomas

Analyst Note

On Oct. 17, Brown Capital Management announced that Fujun Wu has joined its Small Company team. Like the rest of the now seven-member team, she will serve as both a portfolio manager and an analyst. Wu arrives at a time when the Small Company team’s leader, Keith Lee (who is also Brown Capital’s CIO), is doubling as the interim head of the firm’s international team, which has lost two key members since July. Wu’s hiring isn’t directly tied to those issues, but it is convenient. Lee, for his part, remains an active contributor on the Small Company strategy. Thus, Brown Capital Management Small Company retains its High People rating.

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Portfolio Holdings BCSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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