A mutual fund boutique in North Carolina is gaining local and national media attention for its strong performance.
U.S. News & World Report
| Benton Bragg|
Bragg Financial Advisors
President, Chairman of Investment Committee
, in its "best mutual funds" list, ranks the Queens Road Small Cap Value Fund
] as the number one "best fit small value" fund around. And the Charlotte Business Journal
picked up on the U.S. News
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.
Neil Anderson, Managing Editor
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