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APHSX vs BCSSX

Both APHSX and BCSSX are mutual funds. APHSX has a higher 5-year return than BCSSX (22.73% vs 19.02%). APHSX has a lower expense ratio than BCSSX (0.99% vs 1.04%). Below is the comparison between APHSX and BCSSX.

APHSX BCSSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Growth U.S. Equity: Small Growth
Family Artisan Brown Capital Management
Net Assets $1.66B $4.96B
Expense Ratio 0.99% 1.04%
Management Style active active
Dividend Yield 0.00% 0.00%
Minimum Investment N/A N/A
YTD Return -5.97% -5.37%
1-Year Return -5.29% -2.42%
3-Year Return 22.06% 13.10%
5-Year Return 22.73% 19.02%
10-Year Return 16.48% 15.83%

APHSX description

The Fund seeks maximum long-term capital growth by investing in well-managed companies with sustainable growth prospects whose stocks appear undervalued, either because they lack investor recognition or are temporarily out of favor.

APHSX performance & returns

YTD Return -5.97%
1-Month Return -1.41%
3-Month Return -5.29%
1-Year Return -5.29%
3-Year Return 22.06%
5-Year Return 22.73%
10-Year Return 16.48%
APHSX expense ratio is 0.99%.

APHSX holdings

Top 10 Holdings (35.67% of Total Assets)

Name Symbol % Assets
Chegg Inc CHGG 4.82%
Halozyme Therapeutics Inc HALO 3.92%
HubSpot Inc HUBS 3.79%
BlackLine Inc BL 3.69%
Q2 Holdings Inc QTWO 3.60%
NeoGenomics Inc NEO 3.38%
Zynga Inc Class A ZNGA 3.35%
LivePerson Inc LPSN 3.28%
Ascendis Pharma A/S ADR ASND 2.97%
argenx SE ADR ARGX 2.87%

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BCSSX description

The Fund seeks long-term capital appreciation and current income is a secondary consideration in selecting portfolio investments. The Fund invests primarily in a portfolio of equity securities of companies that have a market capitalization of between $1 billion and $10 billion at the time of purchase.

BCSSX performance & returns

YTD Return -5.37%
1-Month Return 0.10%
3-Month Return -2.42%
1-Year Return -2.42%
3-Year Return 13.10%
5-Year Return 19.02%
10-Year Return 15.83%
BCSSX expense ratio is 1.04%.

BCSSX holdings

Top 10 Holdings (47.33% of Total Assets)

Name Symbol % Assets
iRhythm Technologies Inc IRTC 5.50%
Veeva Systems Inc Class A VEEV 5.45%
Cognex Corp CGNX 5.32%
Manhattan Associates Inc MANH 4.83%
Tyler Technologies Inc TYL 4.78%
Paycom Software Inc PAYC 4.69%
Neogen Corp NEOG 4.43%
Proto Labs Inc PRLB 4.32%
Abiomed Inc ABMD 4.01%
Quidel Corp QDEL 4.00%

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