Brown Capital Mgmt Intl All Com Instl (BCISX)
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Brown Capital Mgmt Intl All Com Instl
BALTIMORE MD 21202
1201 N. CALVERT STREET
Brown Capital Management Mutual Funds
4108373234
Management Information
Duncan J. Evered,Lead Manager since July 14, 2011
Managing Director and Senior Portfolio Manager Duncan J. Evered joined Brown Capital Management in 2011. Prior to joining the firm, Duncan served as a portfolio manager and, previously, as a senior analyst at American Express Financial Advisors. Prior to that, he was a general partner at Emerging Growth Partners, L.P. Duncan has managed both institutional portfolios and mutual funds in the small and mid-cap growth equity areas. He earned an MBA from the Stanford Graduate School of Business and a BS in mathematical sciences from Stanford University.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryForeign Large Growth
Fund FamilyBrown Capital Management
Net Assets70.71M
YTD Return3.24%
Yield0.00%
Morningstar Rating★★★
Inception DateJul 31, 2014
Fund Operations
Last Dividend0.01
Last Cap Gain2.00
Holdings TurnoverN/A
Average for CategoryN/A
Fees & Expenses
ExpenseBCISXCategory Average
Annual Report Expense Ratio (net)1.00%1.05%
Prospectus Net Expense Ratio1.00%N/A
Prospectus Gross Expense Ratio1.64%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.20%
Max Deferred Sales LoadN/A1.29%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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