BCSIX Rating, Research - Brown Capital Mgmt Small Co Instl

Brown Capital Mgmt Small Co Instl (bcsix)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 15

Threats + Weaknesses = 9

When strengths & opportunities substantially exceed threats & weaknesses an investment in the bcsix mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Brown Capital Mgmt Small Co Instl (BCSIX) Description: BCSIX is a mutual fund, which is an investment that owns a basket of assets. The BCSIX mutual fund was provided by Brown Capital and this investment vehicle derives the majority of its value from equity holdings (stocks). Brown Capitals mutual fund has a long management tenure and is in the large fund size classification. BCSIXs minimum initial investment amount is $10000 while the IRA minimum is $2000. BCSIXs expense ratio is roughly 1%. The latest BCSIXs front end load was 0% and the back end load was 0%. The Brown Capital Mgmt Small Co Instl (BCSIX) mutual fund falls under the small growth category. BCSIX focuses its investments in USA and BCSIX is not affiliated with a particular industry or fund sector. The Brown Capital Mgmt Small Co Instl (BCSIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find BCSIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of BCSIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of assets in equities securities of small-, mid-, and micro-cap companies. It may invest up to 25% of assets in the securities of foreign issuers that it believes are trading significantly below its estimate of their current worth. The fund may give consideration to those companies that Royce believes have above-average growth prospects.

Management Analysis Update

Brown Capital Mgmt Small Co Instl's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update