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Brown Capital Mgmt Small Co Instl (BCSSX)

28.45 -0.06 (-0.21%)
At close: 8:00:09 PM EST
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  • Previous Close 28.51
  • YTD Return 10.62%
  • Expense Ratio 1.24%
  • Category Small Growth
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 331.43M
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 13.00%
  • Last Dividend --
  • Inception Date Jul 23, 1992

The fund invests at least 80% of its net assets in the equity securities of those companies with total operating revenues of $500 million or less at the time of the initial investment. It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 - 65 securities which the advisor believes have the potential for growth.

Brown Capital Management

Fund Family

Small Growth

Fund Category

331.43M

Net Assets

1992-07-23

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Small Growth.

YTD Return

BCSSX
10.62%
Category
12.40%

1-Year Return

BCSSX
9.03%
Category
55.69%

3-Year Return

BCSSX
5.33%
Category
19.34%

5-Year Return

BCSSX
4.31%
Category
20.72%

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