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Morningstar

Brown Advisory Flexible Equity Adv BAFAX Fund Analysis

Morningstar Analyst Rating
| Quantitative rating as of | See Brown Advisory Investment Hub

Morningstar’s Analysis BAFAX

Will BAFAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BAFAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BAFAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BAFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Brown Advisory Flexible Equity Adv’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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