| Scorecard |
|---|
|
4 / 5 Stars
|
|
Lipper
4
3
4
3
3
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
---
|
|
TheStreet.com
C-
(Hold)
|
U.S. News evaluated 219 Mid-Cap Growth 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 23.51 percent over the past year, 14.78 percent over the past three years, 10.92 percent over the past five years, and 10.42 percent over the past decade.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.0% |
| 1 Year | 23.5% |
| 3 Years (Annualized) | 14.8% |
| 5 Years (Annualized) | 10.9% |
| 10 Years (Annualized) | 10.4% |
Summary
The investment seeks long-term capital appreciation; current income is a secondary consideration in selecting portfolio investments. The fund primary invests at least 80% of its assets in a portfolio of equity securities of companies whose market capitalizations qualify them to be considered as "mid-cap" companies. It typically invests in common stocks, but has the ability to invest in other types of equity securities such as preferred stocks, convertible bonds, and warrants. The Advisor considers a company to be a "mid-cap" company if it has a market capitalization within the range of market values of issuers included in the Russell Midcap® Growth Index.
Fees
Fees are Below Average compared to funds in the same category.
Brown Capital Management Mid Cap Fund has an expense ratio of 1.25 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
