BCSSX Alternatives & Similar Mutual Funds

Brown Capital Management Small Company Fund Institutional Shares (BCSSX) belongs to the Small Cap Growth Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BCSSX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to BCSSX

BCSSX charges 1.12% annually. There are 90 mutual funds in the Small Cap Growth Equities category with lower expense ratios, going as low as 0.05%.

Symbol	Name	Expense Ratio	AUM	Inception
FECGX	Fidelity Small Cap Growth Index Fund	0.05%	—	Jul 2019	BCSSX vs FECGX
VSGIX	Vanguard Small-Cap Growth Index Fund Institutional...	0.06%	42.80B	May 2000	BCSSX vs VSGIX
VSGAX	Vanguard Small-Cap Growth Index Fund Admiral Share...	0.07%	42.80B	Sep 2011	BCSSX vs VSGAX
VRTGX	Vanguard Russell 2000 Growth Index Fund Institutio...	0.08%	—	May 2011	BCSSX vs VRTGX
VISGX	Vanguard Small Cap Growth Index Fund	0.19%	—	May 1998	BCSSX vs VISGX

Best Risk-Adjusted Alternatives to BCSSX

BCSSX has a PortfoliosLab risk / return rank of 2. There are 155 mutual funds in the Small Cap Growth Equities category with higher risk-adjusted ranks, going as high as 94.

Symbol	Name	Risk / Return Rank	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	94	—	Dec 2016	BCSSX vs NESIX
NESGX	Needham Small Cap Growth Fund	94	—	May 2002	BCSSX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	93	—	Dec 2016	BCSSX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	92	—	Sep 2001	BCSSX vs NEAGX
HRSMX	Hood River Small-Cap Growth Fund	89	—	Jan 2003	BCSSX vs HRSMX

Top Performing BCSSX Alternatives (YTD)

BCSSX is at -2.83% YTD. There are 159 mutual funds in the Small Cap Growth Equities category with higher YTD returns, going as high as 75.22%.

Symbol	Name	YTD Return	AUM	Inception
NESIX	Needham Small Cap Growth Fund Institutional	75.22%	—	Dec 2016	BCSSX vs NESIX
NESGX	Needham Small Cap Growth Fund	74.77%	—	May 2002	BCSSX vs NESGX
NEAIX	Needham Aggressive Growth Fund Institutional Class	54.77%	—	Dec 2016	BCSSX vs NEAIX
NEAGX	Needham Aggressive Growth Fund	54.53%	—	Sep 2001	BCSSX vs NEAGX
OBMCX	Oberweis Micro Cap Fund	41.55%	—	Dec 1995	BCSSX vs OBMCX

Lowest Volatility Alternatives to BCSSX

BCSSX has 22.41% 1-year volatility. There are 118 mutual funds in the Small Cap Growth Equities category with lower 1-year volatility, going as low as 6.22%.

Symbol	Name	Volatility 1Y	AUM	Inception
UMBHX	Carillon Scout Small Cap Fund	6.22%	—	Nov 1986	BCSSX vs UMBHX
EMCAX	Empiric 2500 Fund	14.17%	—	Nov 1995	BCSSX vs EMCAX
CMCIX	Calvert Small/Mid-Cap Fund Class I	15.16%	—	Jul 2011	BCSSX vs CMCIX
ETEGX	Eaton Vance Small-Cap Fund	16.05%	—	Jan 1997	BCSSX vs ETEGX
NBGNX	Neuberger Berman Genesis Fund	16.07%	—	Sep 1988	BCSSX vs NBGNX

Lowest Drawdown Alternatives to BCSSX

BCSSX has a 1-year max drawdown of -26.75%. There are 158 mutual funds in the Small Cap Growth Equities category with shallower 1-year drawdowns, going as shallow as -7.08%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
DSCIX	Dana Epiphany ESG Small Cap Equity Fund	-7.08%	—	Nov 2015	BCSSX vs DSCIX
RYWCX	Rydex S&P SmallCap 600 Pure Growth Fund	-8.49%	—	Feb 2004	BCSSX vs RYWCX
WMKSX	WesMark Small Company Fund	-8.50%	—	Dec 1993	BCSSX vs WMKSX
EMCAX	Empiric 2500 Fund	-8.60%	—	Nov 1995	BCSSX vs EMCAX
RFIMX	Ranger Micro Cap Fund	-9.11%	—	Jun 2018	BCSSX vs RFIMX

Other Mutual Funds from Brown Capital Management

The 2 most viewed Brown Capital Management mutual funds shown here include BCSVX, BCIIX and span 2 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
BCSVX	Brown Capital Management International Small Compa...	Foreign Small & Mid Cap Equities	1	-10.01%	—	Sep 2015	BCSSX vs BCSVX
BCIIX	Brown Capital Management International Equity Fund	Foreign Large Cap Equities	1	-8.07%	—	May 1999	BCSSX vs BCIIX

Often Compared With BCSSX

Investors most often compare BCSSX with CTSIX, DMCRX, PXQSX. These 13 comparison targets span 1 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
CTSIX	Calamos Timpani Small Cap Growth Fund	Small Cap Growth Equities	72	31.81%	—	Mar 2011	BCSSX vs CTSIX
DMCRX	Driehaus Micro Cap Growth Fund	Small Cap Growth Equities	81	25.20%	—	Nov 2013	BCSSX vs DMCRX
PXQSX	Virtus KAR Small-Cap Value Fund	Small Cap Growth Equities	2	1.87%	—	Jun 2006	BCSSX vs PXQSX
KSCOX	Kinetics Small Cap Opportunities Fund	Small Cap Growth Equities	3	17.29%	—	Mar 2000	BCSSX vs KSCOX
SSCPX	Saratoga Small Capitalization Portfolio	Small Cap Growth Equities	44	19.85%	—	Sep 1994	BCSSX vs SSCPX
VLEOX	Value Line Small Cap Opportunities Fund	Small Cap Growth Equities	13	4.92%	—	Jun 1993	BCSSX vs VLEOX
KSOAX	Kinetics Small Capital Opportunities Advisor Fund ...	Small Cap Growth Equities	3	17.17%	—	Dec 2001	BCSSX vs KSOAX
HSPGX	Emerald Growth Fund	Small Cap Growth Equities	82	24.05%	—	Oct 1992	BCSSX vs HSPGX
JANIX	Janus Henderson Triton Fund	Small Cap Growth Equities	37	11.37%	—	Feb 2005	BCSSX vs JANIX
JATTX	Janus Henderson Triton Fund Class T	Small Cap Growth Equities	36	11.33%	—	Feb 2005	BCSSX vs JATTX
QISGX	Federated Hermes MDT Small Cap Growth Fund	Small Cap Growth Equities	66	18.33%	—	Sep 2005	BCSSX vs QISGX
JGMNX	Janus Henderson Triton Fund Class N	Small Cap Growth Equities	38	11.44%	—	May 2012	BCSSX vs JGMNX
FGROX	Emerald Growth Fund Institutional Class	Small Cap Growth Equities	82	24.23%	—	Oct 2008	BCSSX vs FGROX

Compare BCSSX with Any Fund or Stock

Compare BCSSX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

Pair BCSSX with funds that move differently

Brown Capital Management Small Company Fund Institutional Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BCSSX.

Explore BCSSX Diversifiers

Brown Capital Management Small Company Fund Institutional Shares (BCSSX) Alternatives