Morningstar

Brown Advisory WMC Strategic European Equity Fund Institutional Shares BAFHX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 17.74  /  +0.45 %
  • Total Assets 634.1M
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio —
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Europe Stock
  • Investment Style Mid Blend
  • Min. Initial Investment 1M
  • Status Limited
  • TTM Yield 1.41%
  • Turnover 63%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis BAFHX

Will BAFHX 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 BAFHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BAFHX 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 BAFHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Principal Francesco Paganelli

Francesco Paganelli

Principal

Summary

On a roll. Wellington Strategic European Equity is a compelling proposition. The strategy benefits from a topnotch portfolio manager who adopts a time-tested, research-heavy, bottom-up investment process that plays to the group’s strengths.

by Francesco Paganelli
Rated on Published on

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Portfolio Holdings BAFHX

More BAFHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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British American Tobacco PLC

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Consumer Defensive

Bunzl PLC

3.23 22M
Consumer Defensive

Brenntag SE

3.20 22M
Basic Materials

Publicis Groupe SA

2.97 21M
Communication Services

Capgemini SE

2.96 21M
Technology

Erste Group Bank AG.

2.81 19M
Financial Services

KBC Groupe NV

2.79 19M
Financial Services

Haleon PLC

2.58 18M
Healthcare

AIB Group PLC

2.57 18M
Financial Services

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