Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | BCMSX Insights | BCMSX Score | BCMSX Performance | BCMSX News | BCMSX Allocation | BCMSX Holdings Change

Brown Capital Mgmt Mid-Cap Inv (BCMSX) Fund Ranking and Research

Ranking, Research and Recommendation of Brown Capital Mgmt Mid-Cap Inv (BCMSX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) ManagerFund Manager - Eddie C. Brown

Fund Manager Information

Fund Manager Tenure: 16.8 years
Fund Family: Brown Capital Management
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Haywood is a portfolio manager with Brown Capital Management and has been working since February 2000. Previously, Haywood was partner and investment analyst at Holland Capital Management from November 1993 to January 2000. From August 1987 to November 1993, Haywood was assistant vice president at First National Bank of Chicago.  Get more insights on Eddie C. Brown

 

Graph of Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) ProfileBrown Capital Mgmt Mid-Cap Inv Fund (BCMSX) Profile

Fund Profile and Description

Brown Capital Mgmt Mid-Cap Inv Fund seeks long-term capital appreciation. Current income is a secondary consideration. Brown Capital Mgmt Mid-Cap Inv Fund primary invests in a portfolio of equity securities of companies whose market capitalizations qualify them to be considered as “mid-cap” companies. The Advisor considers a company to be a “mid-cap” company if it has, at the time of purchase by the Mid-Cap Fund, a market capitalization within the range of market values of issuers included in the Russell Midcap Growth Index.

 

Brown Capital Mgmt Mid-Cap Inv (BCMSX) Fund Strength What we like about Brown Capital Mgmt Mid-Cap Inv (BCMSX) Fund

Data for Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) as of May 30, 2016

  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) management has been with Brown Capital Mgmt Mid-Cap Inv Fund for 16.8 years
  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) ratio of up-years vs down years is greater than 2
  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) has an annual stock turnover rate of 37.00% vs Mid-Cap Growth average of 50.96%. It is good that Brown Capital Mgmt Mid-Cap Inv management does not trade extensively for its return.
  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.43, lower than category average of 13.49
  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) has a lower expense ratio than its Mid-Cap Growth average: 1.15% vs 1.28%

Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) Weakness What we are cautious about Brown Capital Mgmt Mid-Cap Inv (BCMSX) Fund

Data for Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) as of May 30, 2016

  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) has a less-than-ideal short-term performance (1-year return -14.47% vs -5.73% Mid-Cap Growth category median performance)
  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) has a less-than-ideal mid-term performance (3-year return 2.06% vs 8.38% Mid-Cap Growth category median performance)
  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) has a less-than-ideal Long-term performance (5-year return 3.71% vs 7.70% Mid-Cap Growth category median performance)
  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) has a Morningstar rating of 3 and below
  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) is less safe compared to its Mid-Cap Growth peers
  • Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) does not have a good risk adjusted return as its 3-year Alpha of -8.18 is worse than category average of -2.65, and its 3-year Sharpe ratio is 0.21
  • Even though Brown Capital Mgmt Mid-Cap Inv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) performance details as of May 30, 2016

 

What do you think?

 

Compare Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Brown Capital Mgmt Mid-Cap Inv-2.23-14.472.063.71
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) Net Asset TrackingBrown Capital Mgmt Mid-Cap Inv (BCMSX) Fund Net Asset

Track net asset change of Brown Capital Mgmt Mid-Cap Inv fund (BCMSX)

DateNet Asset
05/2016$22.65M
03/2016$23.43M
02/2016$22.42M
More historic net asset information on Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX)

  

Graph of Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) Portfolio TrackingBrown Capital Mgmt Mid-Cap Inv (BCMSX) Fund Portfolio Allocation

Track portfolio allocation change of Brown Capital Mgmt Mid-Cap Inv fund (BCMSX)

DateCashStockBondOther
04/20161.29%98.71%0%0%
03/20161.19%98.81%0%0%
01/20163.07%96.93%0%0%
Click here to see more historic asset allocation information on Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX)

 

graph of Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) Top 10 Position TrackingTop 10 Holdings in Brown Capital Mgmt Mid-Cap Inv (BCMSX) Fund

Discover what Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) manager is buying

Apr 29, 2016
T. Rowe Price Group, Inc. [4.14%]
Quanta Services, Inc. Common St [3.94%]
Shire PLC ADR [3.93%]
Michael Kors Holdings Limited O [3.56%]
FEI Company [3.4%]
Celgene Corporation [3.11%]
Tractor Supply Company [3.11%]
ANSYS, Inc. [3.1%]
Ulta Salon, Cosmetics & Fragran [3.08%]

Mar 30, 2016
T. Rowe Price Group, Inc. [3.95%]
Michael Kors Holdings Limited O [3.83%]
Quanta Services, Inc. Common St [3.66%]
Shire PLC ADR [3.52%]
Norwegian Cruise Line Holdings [3.36%]
FEI Company [3.32%]
ANSYS, Inc. [2.99%]
Celgene Corporation [2.94%]
Tractor Supply Company [2.9%]

Jan 30, 2016
T. Rowe Price Group, Inc. [4.63%]
Shire PLC ADR [4.3%]
Celgene Corporation [3.52%]
Ulta Salon, Cosmetics & Fragran [3.29%]
PAREXEL International Corporati [3.06%]
ANSYS, Inc. [3.02%]
Stifel Financial Corporation Co [2.94%]
Mastercard Incorporated Common [2.93%]
Tractor Supply Company [2.91%]
FactSet Research Systems Inc. C [2.86%]
Click here for Stock Holding Change Map in Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX)

  

Latest News on Brown Capital Mgmt Mid-Cap Inv (BCMSX) Fund

See what is happening with Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX)

    No recent news

 

Brown Capital Mgmt Mid-Cap Inv Fund (BCMSX) Related ResourcesSee more information on Brown Capital Mgmt Mid-Cap Inv (BCMSX) Fund

Popular pages on Brown Capital Mgmt Mid-Cap Inv (BCMSX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update