Brown Capital Management Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return8.538.1728.98-0.5326.99
    Category Average-2.4610.8421.89-6.0317.92
    Assets for Each Yr*2.763.364.274.406.12
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 26.99 18.15 14.95

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $6,120 mil $5,000 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 5.0 89.51 1.09 Average
    International Stock 3.2 10.49 1.23 Average
    Municipal Bond -- -- -- --
    Taxable Bond -- -- -- --
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Brown Capital Mgmt S Keith A. Lee 10.00
    Brown Capital Manage Eddie C. Brown 8.20
    Brown Capital Mgmt I Maurice L. Haywood 5.80
    Brown Capital Mgmt I Duncan J. Evered 2.50

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Brown Capital Mgmt I Duncan J. Evered 2.50
    Brown Capital Mgmt I Maurice L. Haywood 5.80
    Brown Capital Manage Eddie C. Brown 8.20
    Brown Capital Mgmt S Keith A. Lee 10.00