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Brown Capital Mgmt Small Co Instl (BCSSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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67.20+0.82 (+1.24%)
At close: 08:05AM EDT

Brown Capital Mgmt Small Co Instl

BALTIMORE MD 21202

1201 N. CALVERT STREET

Brown Capital Management Mutual Funds

4108373234
Management information
Keith A. Lee,Lead manager since 22 July 1992
President and Chief Operating Officer Keith A. Lee joined Brown Capital Management in 1991 to launch the Small Company Strategy. Keith is a member of the firm's board of directors and is also chairman of the Management Committee, the governing body of the firm. He holds an MBA from the University of Virginia’s Darden Graduate School of Business Administration and a BA in psychology from the University of Virginia.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategorySmall Growth
Fund familyBrown Capital Management
Net assets2.16B
YTD return0.48%
Yield0.00%
Morningstar rating★★
Inception date14 Dec 2011

Fund operations

Last dividendN/A
Last cap gain27.00
Holdings turnover22.00%
Average for categoryN/A

Fees and expenses

ExpenseBCSSXCategory average
Annual report expense ratio (net)1.08%1.21%
Prospectus net expense ratio1.08%N/A
Prospectus gross expense ratio1.08%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.40%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A