Brown Capital Mgmt Intl Sm Co Inv (BCSVX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Brown Capital Mgmt Intl Sm Co Inv
BALTIMORE MD 21202
1201 N. CALVERT STREET
Brown Capital Management Mutual Funds
4108373234
Management information
Duncan J. Evered,Lead manager since 29 September 2015
Managing Director and Senior Portfolio Manager Duncan J. Evered joined Brown Capital Management in 2011. Prior to joining the firm, Duncan served as a portfolio manager and, previously, as a senior analyst at American Express Financial Advisors. Prior to that, he was a general partner at Emerging Growth Partners, L.P. Duncan has managed both institutional portfolios and mutual funds in the small and mid-cap growth equity areas. He earned an MBA from the Stanford Graduate School of Business and a BS in mathematical sciences from Stanford University.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryForeign Small/Mid Growth
Fund familyBrown Capital Management
Net assets2.16B
YTD return1.11%
Yield0.00%
Morningstar rating★★★★
Inception date29 Sept 2015
Fund operations
Last dividendN/A
Last cap gain-7.00
Holdings turnover19.00%
Average for categoryN/A
Fees and expenses
ExpenseBCSVXCategory average
Annual report expense ratio (net)1.06%1.30%
Prospectus net expense ratio1.06%N/A
Prospectus gross expense ratio1.06%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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