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BCSSX Brown Capital Mgmt Small Co Instl

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Fund BCSSX Brown Capital Mgmt Small Co Instl
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Similarity
?
100%
Annual Fees
?
$112.98
(1.07% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.59% annual return
$36,978.05
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 3.45%
3 YR 6.36%
5 YR 14.16%
10 YR 12.26%
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 in the equity securities of those companies with total operating revenues of $250 million or less at the time of the initial investment, ("small companies"). It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. The fund typically holds a portfolio of between 40 to 65 securities which the advisor believes have the potential for growth.

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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".

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