The Brown Capital Fund Quote
BCMIX Fund | USD 14.90 0.14 0.95% |
Performance4 of 100
| Odds Of DistressLess than 42
|
Brown Capital is trading at 14.90 as of the 28th of March 2024; that is 0.95 percent increase since the beginning of the trading day. The fund's open price was 14.76. Brown Capital has about a 42 percent probability of financial distress in the next few years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for The Brown Capital are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 28th of March 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in a portfolio of equity securities of companies with total operating revenues of 500 million to 2.5 billion at the time of initial investment . It typically invests in common stocks. The fund typically holds a portfolio of between 40 to 60 securities which the Advisor believes have the potential for growth.. More on The Brown Capital
Moving together with Brown Mutual Fund
0.95 | BCISX | The Brown Capital | PairCorr |
0.9 | BCSFX | The Brown Capital | PairCorr |
0.79 | KINAX | Kinetics Internet Fund | PairCorr |
Brown Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Brown Capital's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Brown Capital or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fund Concentration | Brown Capital Management Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Brown Capital Management (View all Sectors) |
Update Date | 31st of March 2024 |
The Brown Capital [BCMIX] is traded in USA and was established 28th of March 2024. Brown Capital is listed under Brown Capital Management category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Brown Capital Management family. This fund currently has accumulated 23.08 M in assets under management (AUM) with minimum initial investment of 500 K. The Brown Capital is currently producing year-to-date (YTD) return of 4.23%, while the total return for the last 3 years was -1.33%.
Check Brown Capital 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 Brown 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 Brown 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
SITE | SiteOne Landscape Supply | Stock | Industrials |
TYL | Tyler Technologies | Stock | Information Technology |
MKTX | MarketAxess Holdings | Stock | Financials |
BFAM | Bright Horizons Family | Stock | Consumer Discretionary |
IPGP | IPG Photonics | Stock | Information Technology |
VEEV | Veeva Systems Class | Stock | Health Care |
CRL | Charles River Laboratories | Stock | Health Care |
Brown Capital Target Price Odds Analysis
Based on a normal probability distribution, the odds of Brown Capital jumping above the current price in 90 days from now is about 7.07%. The The Brown Capital probability density function shows the probability of Brown Capital mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Brown Capital has a beta of 0.0546 suggesting as returns on the market go up, Brown Capital average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding The Brown Capital will be expected to be much smaller as well. Additionally, the Brown Capital has an alpha of 0.0966, implying that it can generate a 0.0966 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Brown Capital to move above the current price in 90 days from now is about 7.07 (This The Brown Capital probability density function shows the probability of Brown Mutual Fund to fall within a particular range of prices over 90 days) .
The Brown Capital Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Brown Capital market risk premium is the additional return an investor will receive from holding Brown Capital long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Brown Capital. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Brown Capital's alpha and beta are two of the key measurements used to evaluate Brown Capital's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.8306 | |||
Semi Deviation | 1.03 | |||
Standard Deviation | 1.1 | |||
Variance | 1.21 |
Brown Capital Against Markets
Picking the right benchmark for Brown Capital mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Brown Capital mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Brown Capital is critical whether you are bullish or bearish towards The Brown Capital at a given time. Please also check how Brown Capital's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Brown Capital without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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All Next | Launch Module |
How to buy Brown Mutual Fund?
Before investing in Brown Capital, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Brown Capital. To buy Brown Capital fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Brown Capital. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Brown Capital fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located The Brown Capital fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased The Brown Capital fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as The Brown Capital, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in The Brown Capital?
The danger of trading The Brown Capital is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Brown Capital is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Brown Capital. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile The Brown Capital is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in The Brown Capital. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.
Complementary Tools for Brown Mutual Fund analysis
When running Brown Capital's price analysis, check to measure Brown Capital's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brown Capital is operating at the current time. Most of Brown Capital's value examination focuses on studying past and present price action to predict the probability of Brown Capital's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Brown Capital's price. Additionally, you may evaluate how the addition of Brown Capital to your portfolios can decrease your overall portfolio volatility.
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