Morningstar

Brown Advisory Flexible Equity Fund Advisor Shares BAFAX

Morningstar Medalist Rating
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Medalist Rating as of See Brown Advisory Investment Hub
  • NAV / 1-Day Return $46.48  /  −0.71 %
  • Fund Size $967.0M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio —
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $100
  • Investment Status Open
  • TTM Yield 0.07%
  • Turnover Ratio 17%
NAV and 1-Day Return as of

Morningstar’s Analysis BAFAX

Will BAFAX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brown Advisory Flexible Equity Adv holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BAFAX

More BAFAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 47.8
Top 10 Holdings
% Portfolio Weight
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