Morningstar

Brown Capital Management International Small Company Fund Investor Shares BCSVX

Morningstar Medalist Rating
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Medalist Rating as of See Brown Capital Investment Hub
  • NAV / 1-Day Return $22.32  /  −0.80 %
  • Fund Size $654.9M
  • Adjusted Expense Ratio 1.320%
  • Net Expense Ratio 1.320%
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $5,000
  • Investment Status Open
  • TTM Yield 0.42%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis BCSVX

Will BCSVX outperform in the 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 BCSVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brown Capital Mgmt Intl Sm Co Inv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BCSVX

More BCSVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 42.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AJ Bell PLC

5.71 37M
Financial Services

Sectra AB Class B

4.84 32M
Healthcare

Interparfums

4.76 31M
Consumer Defensive

HIDAY HIDAKA Corp

4.20 27M
Consumer Cyclical

Kinaxis Inc

4.16 27M
Technology

The Descartes Systems Group Inc

4.01 26M
Technology

Software Service Inc

3.95 26M
Healthcare

TOWA Pharmaceutical Co Ltd

3.77 25M
Healthcare

Camtek Ltd

3.53 23M
Technology

Lectra

3.45 23M
Technology

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