Mutual Fund Insights: Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX)

In-depth Analysis of Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX)

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See Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) performance details as of February 28, 2010

  

Last Trade: $15.66 on 3/19/2010, Change: -0.11 (-0.7%)

Experiment our closing price forecasting tool for Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) (alpha release)

  

Fund Manager - Walton D. H. Pearson

Fund Manager Tenure: 5.1 years
Fundmojo Fund Grade: Mojo Master (Score: 0.89)     (What does this score mean?)

Walton D. H. Pearson is a portfolio manager with Putnam Management. Prior to joining Putnam, Walton D. H. Pearson was employed with Alliance Capital Management.  Get more insights on Walton D. H. Pearson

  

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

Data for Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) as of February 28, 2010

• Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) management has been with Brown Capital Mgmt Mid-Cap Instl Fund for 5.1 years
• Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) has good short-term performance (1-year return 64.73% vs 58.17 % Mid-Cap Growth category average)
• Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) has good mid-term performance (3-year return 5.01% vs -4.00 % Mid-Cap Growth category average)
• Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) has good Long-term performance (5-year return 6.31% vs 2.06 % Mid-Cap Growth category average)
• Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) ratio of up-years vs down years is greater than 2
• Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) has a Morningstar rating of 4 and above
• Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) has an annual stock turnover rate of 51.21% vs Mid-Cap Growth average of 140.76%. It is good that Brown Capital Mgmt Mid-Cap Instl management does not trade extensively for its return.
• Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.13, lower than category average of 23.95
• Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) has a lower management fee than its Mid-Cap Growth average: 1.30% vs 1.47%
• Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

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

Data for Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) as of February 28, 2010

• Brown Capital Mgmt Mid-Cap Instl Fund is a focused fund with 32.95% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.

See Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) performance details as of February 28, 2010

  

  

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Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) Net Asset

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

Date	Net Asset
02/2010	$9.56M
01/2010	$9.18M
11/2009	$9.61M

More historic net asset information on Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX)

  

Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
09/2009	1.28%	98.72%	0%	0%
06/2009	2.16%	97.84%	0%	0%
03/2009	5.52%	94.48%	0%	0%

Click here to see more historic asset allocation information on Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX)

  

Most Recent Top 10 Holdings in Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX)

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

30-Sep-09 FLIR Systems, Inc. [4.42%] Celgene Corporation [4.08%] DIAMOND OFFSHORE DRL [3.52%] Allscripts-Misys Healthcare Sol [3.39%] COACH INC [3.38%] ST. JUDE MEDICAL [3.27%] Tractor Supply Company [2.91%] Starbucks Corporation [2.84%] NetApp, Inc. [2.84%]

30-Jun-09 ST. JUDE MEDICAL [3.93%] T. Rowe Price Group, Inc. [3.75%] Allscripts Healthcare Solutions [3.71%] DIAMOND OFFSHORE DRL [3.48%] Celgene Corporation [3.45%] COACH INC [3.15%] FLIR Systems, Inc. [3.13%] Tractor Supply Company [2.83%] COVANCE INC [2.74%] IRON MOUNTAIN (DEL) [2.68%]

31-Mar-09 ST. JUDE MEDICAL [4.16%] Hansen Natural Corporation [3.49%] T. Rowe Price Group, Inc. [3.48%] Allscripts-Misys Healthcare Sol [3.33%] Tractor Supply Company [3.07%] QUANTA SERVICES INC [2.64%] FLIR Systems, Inc. [2.59%] Copart, Inc. [2.55%] ECOLAB INC [2.45%]

Click here for Stock Holding Change Map in Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX)

  

Related books and products to Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX)

  

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

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See more information on Brown Capital Mgmt Mid-Cap Instl Fund (BCMSX)

• Brown Capital Mgmt Mid-Cap Instl Fund Insights
• Brown Capital Mgmt Mid-Cap Instl Fund Performance Data
• Brown Capital Mgmt Mid-Cap Instl Fund News
• Brown Capital Mgmt Mid-Cap Instl Fund Score Explaination
• Brown Capital Mgmt Mid-Cap Instl Fund Manager Information
• Historic Brown Capital Mgmt Mid-Cap Instl Fund Asset Allocation Report
• Historic Brown Capital Mgmt Mid-Cap Instl Fund Top 10 Holding Tracking
• Historic Brown Capital Mgmt Mid-Cap Instl Fund Asset Under Management Tracking