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Morningstar

Brown Advisory Mutual Funds

View all of Brown Advisory’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Brown Advisory Funds List

Share Class Type

1 to 25 of 43 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Brown Advisory Tax Exempt Bond InstlBTEIXMuni National Interm—0.05%530.440%Below AverageInstitutional$1.0 Mil
Brown Advisory Tax Exempt Bond InvestorBIAEXMuni National Interm—< 0.01%540.490%Below AverageNo Load$100
Brown Advisory WMC Strat Eurp Eq AdvBAHAXEurope Stock14.59%31.480%HighNo Load$100
Brown Advisory WMC Strat Eurp Eq InstlBAFHXEurope Stock14.83%11.080%Above AverageInstitutional$1.0 Mil
Brown Advisory WMC Strat Eurp Eq InvBIAHXEurope Stock14.70%21.230%Above AverageNo Load$100
Brown Advisory Beutel GoodmanLg-CpValInvBIAVXLarge Value10.45%230.710%Below AverageNo Load$100
Brown Advisory BeutelGoodmanLg-CpValInstBVALXLarge Value10.49%220.560%Below AverageInstitutional$1.0 Mil
Brown Advisory Flexible Equity InstBAFFXLarge Growth13.13%510.540%Below AverageInstitutional$1.0 Mil
Brown Advisory Flexible Equity InvBIAFXLarge Growth13.05%550.690%Below AverageNo Load$100
Brown Advisory Global Leaders InstlBAFLXGlobal Large-Stock Growth9.23%570.770%Below AverageInstitutional$1.0 Mil
Brown Advisory Global Leaders InvestorBIALXGlobal Large-Stock Growth9.17%580.920%AverageNo Load$100
Brown Advisory Maryland Bond InvBIAMXMuni Single State Interm—−0.39%440.490%Below AverageNo Load$100
Brown Advisory Mortgage Securities InstlBAFZXIntermediate Government−1.45%450.480%AverageInstitutional$1.0 Mil
Brown Advisory Mortgage Securities InvBIAZXIntermediate Government−1.46%500.530%AverageNo Load$100
Brown Advisory Small-Cap Growth AdvBASAXSmall Growth3.23%791.380%HighNo Load$100
Brown Advisory Small-Cap Growth InstBAFSXSmall Growth3.45%760.980%AverageInstitutional$1.0 Mil
Brown Advisory Small-Cap Growth InvBIASXSmall Growth3.32%771.130%AverageNo Load$100
Brown Advisory Sustainable Growth AdvBAWAXLarge Growth10.92%701.040%Above AverageNo Load$100
Brown Advisory Sustainable Growth IBAFWXLarge Growth11.08%680.640%Below AverageInstitutional$1.0 Mil
Brown Advisory Sustainable Growth InvBIAWXLarge Growth11.04%690.790%AverageNo Load$100
Brown Advisory Emgerg Mkts Select AdvBAQAXDiversified Emerging Mkts9.70%341.520%HighNo Load$100
Brown Advisory Emgerg Mkts Select InstBAFQXDiversified Emerging Mkts9.82%321.120%Above AverageInstitutional$1.0 Mil
Brown Advisory Emgerg Mkts Select InvBIAQXDiversified Emerging Mkts9.73%331.270%Above AverageNo Load$100
Brown Advisory Flexible Equity AdvBAFAXLarge Growth12.92%530.940%Above AverageNo Load$100
Brown Advisory Small-Cap Fdmtl Val InstlBAUUXSmall Blend6.32%290.960%AverageInstitutional$1.0 Mil

Brown Advisory Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to analyze how fees will impact different securities in the long term.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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