Morningstar

Brown Capital Mgmt Intl Sm Co Inv BCSVX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Capital Investment Hub
  • NAV / 1-Day Return 25.33  /  +0.28 %
  • Total Assets 2.3 Bil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Small/Mid Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 5,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 15%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 9:52 PM GMT+0

Morningstar’s Analysis BCSVX

Will BCSVX outperform in 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 BCSVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BCSVX 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 BCSVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Brown Capital Mgmt Intl Sm Co Inv’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BCSVX

More BCSVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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