The Brown Capital Fund Quote
| BCSVX Fund | USD 24.40 0.02 0.08% |
Performance2 of 100
| Odds Of DistressLess than 22
|
The Brown is trading at 24.40 as of the 18th of January 2025; that is 0.08 percent down since the beginning of the trading day. The fund's open price was 24.42. The Brown has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 18th of January 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in the equity securities of non-U.S. based companies with total operating revenues of 500 million or less at the time of the initial investment. The Advisor constructs the funds portfolio to generally be no more than 5 percent in cash. More on The Brown Capital
Moving together with The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Brown Capital Management Funds, Large Funds, Foreign Small/Mid Growth Funds, Foreign Small/Mid Growth, Brown Capital Management (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
The Brown Capital [BCSVX] is traded in USA and was established 18th of January 2025. The Brown is listed under Brown Capital Management category by Fama And French industry classification. The fund is listed under Foreign Small/Mid Growth category and is part of Brown Capital Management family. This fund currently has accumulated 2.51 B in assets under management (AUM) with minimum initial investment of 5 K. Brown Capital is currently producing year-to-date (YTD) return of 0.57%, while the total return for the last 3 years was -0.91%.
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
| CYBR | CyberArk Software | Stock | Information Technology | |
| AMBFF | Ambu AS | Pink Sheet | Health Care | |
| MTHRF | M3 Inc | Pink Sheet | Health Information Services | |
| SIM | Grupo Simec SAB | Stock | Materials |
The Brown Top Holders
| MHESX | Mh Elite Select | Mutual Fund | World Allocation |
Brown Capital Risk Profiles
| Mean Deviation | 0.6246 | |||
| Standard Deviation | 0.7965 | |||
| Variance | 0.6345 | |||
| Risk Adjusted Performance | (0.01) |
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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