The Brown Capital Fund Quote
| BCSSX Fund | USD 48.81 0.32 0.65% |
PerformanceSolid
| Odds Of DistressLow
|
The Brown is trading at 48.81 as of the 19th of July 2025; that is 0.65 percent down since the beginning of the trading day. The fund's open price was 49.13. The Brown has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in the equity securities of those companies with total operating revenues of 500 million or less at the time of the initial investment. It typically invests in common stocks. The advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies. More on The Brown Capital
Moving together with The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Brown Capital Management Funds, Large Funds, Small Growth Funds, Small Growth, Brown Capital Management (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
The Brown Capital [BCSSX] is traded in USA and was established 19th of July 2025. The Brown is listed under Brown Capital Management category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Brown Capital Management family. This fund currently has accumulated 3.67 B in assets under management (AUM) with minimum initial investment of 500 K. Brown Capital is currently producing year-to-date (YTD) return of 0.61%, while the total return for the last 3 years was 3.02%.
Check The Brown Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Brown Capital Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Brown Capital Mutual Fund Constituents
| BLKB | Blackbaud | Stock | Information Technology | |
| INGN | Inogen Inc | Stock | Health Care | |
| GWRE | Guidewire Software | Stock | Information Technology | |
| ACIW | ACI Worldwide | Stock | Information Technology | |
| VEEV | Veeva Systems Class | Stock | Health Care | |
| TYL | Tyler Technologies | Stock | Information Technology | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| QTWO | Q2 Holdings | Stock | Information Technology |
Brown Capital Risk Profiles
| Mean Deviation | 0.9636 | |||
| Semi Deviation | 0.9354 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.59 |
The Brown Against Markets
Other Information on Investing in The Mutual Fund
The Brown financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Brown security.
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