Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:A Carolina Fund Firm Has Reason to Bragg Not Rated 5.0 Email Routing List Email & Route  Print Print
Wednesday, March 23, 2016

A Carolina Fund Firm Has Reason to Bragg

News summary by MFWire's editors

A mutual fund boutique in North Carolina is gaining local and national media attention for its strong performance.

Benton Bragg
Bragg Financial Advisors
President, Chairman of Investment Committee
U.S. News & World Report, in its "best mutual funds" list, ranks the Queens Road Small Cap Value Fund [profile] as the number one "best fit small value" fund around. And the Charlotte Business Journal picked up on the U.S. News praise.

Charlotte-based Bragg Financial Advisors is a 50-year-old financial planning shop run by Benton Bragg, John Bragg, and Phillips Bragg, sons of founder Frank Bragg. Steve Scruggs, son-in-law to that same founder, runs' Bragg Financial Advisors' Queens Road Funds business. The five-star Queens Road Small Cap Value Fund has $120.4 million in AUM, while the four-star Queens Road Value Fund has $38.4 million in AUM. The two funds launched in 2002.

The firm now has 19 employees and more than $1.1 billion in assets. 

Edited by: Neil Anderson, Managing Editor


Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

5.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2024: Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use