Brown Capital Mgmt Equity Instl
116 South Franklin Street P O Box 69 Rocky Mount NC 27802
Map
Phone: 877-892-4226
| Category: | Large Growth | | Fund Family: | Nottingham | | Net Assets: | 8.51M | | Year-to-Date Return: | -12.64% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Aug-92 |
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Eddie C. Brown
Lead Manager since
04-Aug-92 | | | Brown currently serves as president and portfolio manager with Brown Capital Management, a company he founded in 1984. Previously, he held positions with T. Rowe Price for 10 years and with Irwin Capital Management. His memberships include the board of directors for the Maryland Public Broadcasting Commission and Baltimore Community Foundation. Brown holds the Chartered Financial Analyst designation and is a Chartered Investment Counselor. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $500 | | Min Subsequent Investment, IRA: | $500 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long term capital appreciation. The fund normally invests at least 80% of assets in undervalued equity securities of medium and large companies with market capitalization no less than $1 billion. It may invest up to 20% of assets in money market instruments. |
| Last Dividend
(31-Mar-97):
| 0.01 | | Last Cap Gain
(19-Dec-01):
| 0.03 | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 98.99% |
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| Expense | BCEIX | Category
Avg | | Total Expense Ratio: | 1.20%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$540 | $623 | | 5 Yr Expense Projection*: |
$983 | $956 | | 10 Yr Expense Projection*: |
$2,214 | $1,887 |
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1.47% Nasdaq 
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