|Net Assets||2.03 Bil|
- Last NAV update 7/29/2014 4:00 PM ET
|The investment seeks long-term capital appreciation; current income is a secondary consideration. The fund normally invests at least 80% of its assets in the equity securities of those companies with total operating revenues of $250 million or less at the time of the initial investment, ("small companies"). It typically invests in common stocks, but has the ability to invest in other types of equity securities such as preferred stocks, convertible bonds, and warrants. The Advisor seeks to build a portfolio of exceptional small companies with the wherewithal to become exceptional large companies.|
- Year to date performance as of 7/28/2014 12:00 AM ET
|Fund Family||Brown Capital Management, LLC|
|Fund Manager||Robert Hall|
|Minimum Initial Purchase||5,000.00|
|Minimum IRA Investment||2,000.00|
- * Annualized returns
- Performance as of 7/28/2014 12:00 AM ET
|Net Assets||2.03 Bil||283.20 Mil|
|Avg Market Cap||2.06 Bil||2.79 Bil|
Copyright © 2014 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.