Morningstar

Brown Capital Management International Small Company Fund Institutional Shares BCSFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Brown Capital Investment Hub
  • NAV / 1-Day Return $22.86  /  +0.13 %
  • Fund Size $654.8M
  • Adjusted Expense Ratio 1.070%
  • Net Expense Ratio 1.070%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Foreign Small/Mid Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $500,000
  • Investment Status Open
  • TTM Yield 0.89%
  • Turnover Ratio 16%
NAV and 1-Day Return as of

Morningstar’s Analysis BCSFX

Will BCSFX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BCSFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCSFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BCSFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brown Capital Mgmt Intl Sm Co Instl holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings BCSFX

More BCSFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Interparfums

4.99 31M
Consumer Defensive

The Descartes Systems Group Inc

4.54 28M
Technology

Sectra AB Class B

4.53 28M
Healthcare

AJ Bell PLC

4.45 28M
Financial Services

Kinaxis Inc

4.36 27M
Technology

Camtek Ltd

4.35 27M
Technology

Global E Online Ltd

3.96 25M
Consumer Cyclical

Lectra

3.42 21M
Technology

HIDAY HIDAKA Corp

3.36 21M
Consumer Cyclical

Mips AB

3.34 21M
Consumer Cyclical

Sponsor Center