Morningstar

Brown Advisory WMC Strategic European Equity Fund Institutional Shares BAFHX

Morningstar Medalist Rating
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Medalist Rating as of See Brown Advisory Investment Hub
  • NAV / 1-Day Return $18.41  /  −0.16 %
  • Fund Size $654.7M
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio —
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Europe Stock
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Limited
  • TTM Yield 1.41%
  • Turnover Ratio 63%
NAV and 1-Day Return as of

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 31.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Unilever PLC

4.28 27M
Consumer Defensive

British American Tobacco PLC

4.25 27M
Consumer Defensive

Bunzl PLC

3.18 20M
Industrials

Brenntag SE

3.15 20M
Basic Materials

Capgemini SE

3.00 19M
Technology

KBC Groupe NV

2.89 18M
Financial Services

Publicis Groupe SA

2.71 17M
Communication Services

RS Group PLC

2.69 17M
Industrials

AIB Group PLC

2.65 17M
Financial Services

Erste Group Bank AG.

2.47 16M
Financial Services

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