On July 31, 2024, Brown Capital Management announced that Andrew Fones tendered his resignation and will depart on Aug. 31, 2024, "to take his career in a new direction." The firm's Small Company team, of which Fones is a member, is in a good position to carry on for now, so its People rating remains High, though the departure is part of a worrisome series of recent events at Brown Capital.
Brown Capital Mgmt Small Co Instl BCSSX
- NAV / 1-Day Return 73.77 / +0.18 %
- Total Assets 1.6 Bil
-
Adj. Expense Ratio
1.110%
- Expense Ratio 1.110%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 500,000
- Status Open
- TTM Yield 0.00
- Turnover 12%
USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 9:52 PM GMT+0
Morningstar’s Analysis BCSSX
Will BCSSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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United States