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BCSVX Brown Capital Mgmt Intl Sm Co Inv

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Fund BCSVX Brown Capital Mgmt Intl Sm Co Inv WTIFX Westcore International Small-Cap Retail  
Similarity
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100% 90%
Annual Fees
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$159.26
(1.51% Exp. Ratio)
$158.20
(1.50% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.47% annual return
$31,306.35 $31,401.85
Est. savings over 30 yrs +$95.50
Return
As of 11/30/16
1 YR RETURN 3.37%
3 YR --
5 YR --
10 YR --
1 YR RETURN 4.01%
3 YR -4.36%
5 YR 4.58%
10 YR 3.77%
Description
The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in the equity securities of non-U.S. based companies with total operating revenues of $500 million or less at the time of the initial investment, ("small companies"). The Advisor constructs the fund's portfolio to generally be no more than 5% in cash. The Advisor believes a diversified portfolio of 40-65 companies and their research efforts may, collective, reduce portfolio risk.
The investment seeks to achieve long-term growth of capital primarily through investments in international small-cap companies. The fund invests primarily in the common stock of approximately 35 to 60 foreign small-cap companies that are trading at a discount to the portfolio management team's estimated intrinsic value of such company with the potential to grow their earnings and cash flows. Normally, at least 80% of the value of the fund's net assets, plus any borrowings for investment purposes, is invested in international small-cap companies.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.

Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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