On Oct. 17, Brown Capital Management announced that Fujun Wu has joined its Small Company team. Like the rest of the now seven-member team, she will serve as both a portfolio manager and an analyst. Wu arrives at a time when the Small Company team’s leader, Keith Lee (who is also Brown Capital’s CIO), is doubling as the interim head of the firm’s international team, which has lost two key members since July. Wu’s hiring isn’t directly tied to those issues, but it is convenient. Lee, for his part, remains an active contributor on the Small Company strategy. Thus, Brown Capital Management Small Company retains its High People rating.
Brown Capital Mgmt Small Co Inv BCSIX
- NAV / 1-Day Return 68.92 / +0.15 %
- Total Assets 2.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.280%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 5,000
- Status Open
- TTM Yield —
- Turnover 22%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0
Morningstar’s Analysis BCSIX
Will BCSIX 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 46.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
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