Brown Capital Management Small Company Fund Institutional Shares (BCSSX) Research

The fund dedicates a minimum of 80% of its total capital (including any borrowed funds) to equity investments. It specifically targets smaller enterprises, defined as companies with total operating revenues of $500 million or less at the time of their initial purchase. While primarily investing in common stocks, the advisor's core objective is to identify and nurture a select group of exceptional smaller firms that possess the potential to evolve into significant, large-scale corporations. This focused portfolio typically consists of 40 to 65 securities, each chosen because the advisor believes it offers substantial growth opportunities.

Market snapshot

Symbol
BCSSX
Price
$23.38
Day change
+1.43%
Market cap
$321.4M
52-week range
19.21-50.27
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Allspring Large Cap Core Fund - Class R6 (EGORX)
  • Allspring Precious Metals Fund Insti Class (EKWYX)
  • Hartford International Equity Fund Class Y (HDVYX)
  • Congress Mid Cap Growth Fund Institutional Class (IMIDX)
  • BlackRock Advantage Large Cap Value Fund - Class A (MDLVX)
  • Praxis Growth Index Fund Class I (MMDEX)
  • Nationwide NYSE Arca Tech 100 Index Fund Institutional Service Class (NWJFX)
  • American Beacon Stephens Mid-Cap Growth Fund Class Y (SMFYX)

Open Brown Capital Management Small Company Fund Institutional Shares (BCSSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.