Brown Capital Mgmt Mid-Cap Instl
116 South Franklin Street P O Box 69 Rocky Mount NC 27802
Map
Phone: 877-892-4226
| Category: | Mid-Cap Growth | | Fund Family: | Nottingham | | Net Assets: | 2.82M | | Year-to-Date Return: | -7.32% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Sep-02 |
|
Calvin H. Baker
Lead Manager since
30-Sep-02 | | | Baker is a vice president and portfolio manager analyst with Brown Capital Management, his employer since August 2000. Previously, Baker was a financial executive at the Wisconsin Energy Corp. from September 1991 to June 2000. From September 1988 to August 1991, he also served as a financial executive at Economic Development Corp. |
| 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 |
|
| |
| The investment seeks long-term capital appreciation. Current income is a secondary consideration. The fund will normally invest at least 80% of assets in equity securities of mid-capitalization companies. The advisor considers mid-cap companies to be those with market capitalization's between $624 million to approximately $42.1 billion at the time of initial purchase. |
| Last Dividend
| N/A | | Last Cap Gain
(14-Dec-07):
| 0.97 | | Annual Holdings Turnover
| 63.00% | | Average for Category:
| 117.29% |
|
| Expense | BCMSX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.31% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$728 | $696 | | 5 Yr Expense Projection*: |
$1,350 | $1,084 | | 10 Yr Expense Projection*: |
$3,028 | $2,130 |
|
|
1.47% Nasdaq 
Profile
