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Brown Capital Mgmt Small Co Inv (BCSIX) Fund Ranking and Research

Ranking, Research and Recommendation of Brown Capital Mgmt Small Co Inv (BCSIX) Fund

    Last Trade: $92.65 on 10/18/2017, Change: +0.63 (0.68%)

 

Graph of Brown Capital Mgmt Small Co Inv Fund (BCSIX) ManagerFund Manager - Robert M. Hall

Fund Manager Information

Fund Manager Tenure: 25.3 years
Fund Family: Brown Capital Management
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.88)     (What does this score mean?)

 

Graph of Brown Capital Mgmt Small Co Inv Fund (BCSIX) ProfileBrown Capital Mgmt Small Co Inv Fund (BCSIX) Profile

Fund Profile and Description

Brown Capital Mgmt Small Co Inv Fund seeks capital appreciation. Brown Capital Mgmt Small Co Inv Fund normally invests at least 80% of assets in equities issued by companies with total operating revenues of $250 million or less. The Advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. It typically invests in common stocks, but has the ability to invest in other types of equity securities such as preferred stocks, convertible bonds, and warrants.

 

Brown Capital Mgmt Small Co Inv (BCSIX) Fund Strength What we like about Brown Capital Mgmt Small Co Inv (BCSIX) Fund

Data for Brown Capital Mgmt Small Co Inv Fund (BCSIX) as of May 30, 2016

  • Brown Capital Mgmt Small Co Inv Fund (BCSIX) management has been with Brown Capital Mgmt Small Co Inv Fund for 25.3 years
  • Brown Capital Mgmt Small Co Inv Fund (BCSIX) has good short-term performance (1-year return 2.91% vs -7.74% Small Growth category median performance)
  • Brown Capital Mgmt Small Co Inv Fund (BCSIX) has good mid-term performance (3-year return 13.05% vs 6.86% Small Growth category median performance)
  • Brown Capital Mgmt Small Co Inv Fund (BCSIX) has good Long-term performance (5-year return 11.17% vs 7.01% Small Growth category median performance)
  • Brown Capital Mgmt Small Co Inv Fund (BCSIX) ratio of up-years vs down years is greater than 2
  • Brown Capital Mgmt Small Co Inv Fund (BCSIX) has a Morningstar rating of 4 and above
  • Asset base in Brown Capital Mgmt Small Co Inv Fund (BCSIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Brown Capital Mgmt Small Co Inv Fund (BCSIX) has an annual stock turnover rate of 22.00% vs Small Growth average of 63.11%. It is good that Brown Capital Mgmt Small Co Inv management does not trade extensively for its return.
  • Brown Capital Mgmt Small Co Inv Fund (BCSIX) has a lower expense ratio than its Small Growth average: 1.26% vs 1.31%

Brown Capital Mgmt Small Co Inv Fund (BCSIX) Weakness What we are cautious about Brown Capital Mgmt Small Co Inv (BCSIX) Fund

Data for Brown Capital Mgmt Small Co Inv Fund (BCSIX) as of May 30, 2016

  • Brown Capital Mgmt Small Co Inv Fund (BCSIX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.19 that is higher than category average of 15.82
  • Even though Brown Capital Mgmt Small Co Inv Fund carries no load, it does have a 0.20% of 12b1 promotion, distributions, marketing expenses
See Brown Capital Mgmt Small Co Inv Fund (BCSIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Brown Capital Mgmt Small Co Inv Fund (BCSIX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Brown Capital Mgmt Small Co Inv-0.292.9113.0511.17
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Advisory Small-Cap Growth Inv (BIASX)1.441.9610.719.36Compare

See top fund managers for Small Growth Category Funds

 

Compare Brown Capital Mgmt Small Co Inv Fund (BCSIX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Brown Capital Mgmt Small Co Inv Fund (BCSIX) Net Asset TrackingBrown Capital Mgmt Small Co Inv (BCSIX) Fund Net Asset

Track net asset change of Brown Capital Mgmt Small Co Inv fund (BCSIX)

DateNet Asset
05/2016$2.82B
03/2016$2.65B
02/2016$2.42B
More historic net asset information on Brown Capital Mgmt Small Co Inv Fund (BCSIX)

  

Graph of Brown Capital Mgmt Small Co Inv Fund (BCSIX) Portfolio TrackingBrown Capital Mgmt Small Co Inv (BCSIX) Fund Portfolio Allocation

Track portfolio allocation change of Brown Capital Mgmt Small Co Inv fund (BCSIX)

DateCashStockBondOther
04/20163.84%96.16%0%0%
03/20165.95%94.05%0%0%
01/20165.57%94.43%0%0%
Click here to see more historic asset allocation information on Brown Capital Mgmt Small Co Inv Fund (BCSIX)

 

graph of Brown Capital Mgmt Small Co Inv Fund (BCSIX) Top 10 Position TrackingTop 10 Holdings in Brown Capital Mgmt Small Co Inv (BCSIX) Fund

Discover what Brown Capital Mgmt Small Co Inv Fund (BCSIX) manager is buying

Apr 29, 2016
Tyler Technologies, Inc. Common [5.79%]
Cantel Medical Corp. Common Sto [5.26%]
Blackbaud, Inc. [4.88%]
FEI Company [4.82%]
Manhattan Associates, Inc. [4.8%]
Medidata Solutions, Inc. [4.72%]
ANSYS, Inc. [4.52%]
ACI Worldwide, Inc. [4.24%]
Cognex Corporation [4.08%]
Neogen Corporation [3.99%]

Mar 30, 2016
Cantel Medical Corp. Common Sto [5.5%]
Tyler Technologies, Inc. Common [5%]
Blackbaud, Inc. [4.88%]
FEI Company [4.74%]
Manhattan Associates, Inc. [4.43%]
Cognex Corporation [4.39%]
ANSYS, Inc. [4.38%]
ACI Worldwide, Inc. [4.33%]
Neogen Corporation [4.18%]
Medidata Solutions, Inc. [4.12%]

Jan 30, 2016
Cantel Medical Corp. Common Sto [5.96%]
Tyler Technologies, Inc. Common [5.65%]
Blackbaud, Inc. [5.34%]
Manhattan Associates, Inc. [4.75%]
Neogen Corporation [4.72%]
ANSYS, Inc. [4.65%]
SolarWinds Inc [4.47%]
Medidata Solutions, Inc. [4.25%]
FEI Company [3.86%]
Bio-Techne Corp [3.69%]
Click here for Stock Holding Change Map in Brown Capital Mgmt Small Co Inv Fund (BCSIX)

  

Latest News on Brown Capital Mgmt Small Co Inv (BCSIX) Fund

See what is happening with Brown Capital Mgmt Small Co Inv Fund (BCSIX)

 

Brown Capital Mgmt Small Co Inv Fund (BCSIX) Related ResourcesSee more information on Brown Capital Mgmt Small Co Inv (BCSIX) Fund

Popular pages on Brown Capital Mgmt Small Co Inv (BCSIX) Fund

  

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