ABOUT THIS FUND
BCSM invests in US small- and mid-cap companies with significant growth potential, sustainable competitive advantages, strong management teams, and attractive valuations. The fund invests in both developing and more established scalable businesses. The fund actively manages risk through diversification, industry exposure limits, position sizing, and balancing different types of growth opportunities. Holdings include depositary receipts. The fund may retain investments that grow beyond their original market-cap range.
PRICE
$24.75 ▲ UP 1.31% (+$0.32)HOLDINGS
TOP 20 OF 48 · 50.79% OF THE FUNDRANK STOCK WEIGHT SHARES VALUE