| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
2
2
2
1
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
4 / 5 Stars
|
|
TheStreet.com
D-
(Sell)
|
#105 in Foreign Large Blend
U.S. News evaluated 213 Foreign Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Brown Capital Management funds
Performance
The fund has returned 31.74 percent over the past year, 8.41 percent over the past three years, -0.77 percent over the past five years, and 7.37 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 11.4% |
| 1 Year | 31.7% |
| 3 Years (Annualized) | 8.4% |
| 5 Years (Annualized) | -0.8% |
| 10 Years (Annualized) | 7.4% |
Summary
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 assets in the equity securities of non-U.S. based companies, those companies domiciled outside the U.S. No individual country will represent more than 25% at cost of the International Equity fund's total assets. No more than 15% at cost of the International Equity fund's total assets will be invested in emerging market securities. No individual industry will represent more than 20% at cost of the International Equity fund's total assets.
Fees
Fees are High compared to funds in the same category.
Brown Capital Management International Equity Fund has an expense ratio of 2.00 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
