Morningstar

Brown Advisory - WMC Japan Equity Fund Institutional Shares BAFJX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 13.44  /  −0.89 %
  • Total Assets 764.7M
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Japan Stock
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 1.60%
  • Turnover 73%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 1:20 AM GMT+0

Morningstar’s Analysis BAFJX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brown Advisory - WMC Jpn Eq Inst 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 BAFJX

More BAFJX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Sony Group Corp

3.41 25M
Technology

Shin-Etsu Chemical Co Ltd

3.24 24M
Basic Materials

Daiichi Sankyo Co Ltd

2.96 22M
Healthcare

KDDI Corp

2.83 21M
Communication Services

Mitsubishi UFJ Financial Group Inc

2.72 20M
Financial Services

MISUMI Group Inc

2.48 18M
Industrials

Mizuho Financial Group Inc

2.44 18M
Financial Services

Shionogi & Co Ltd

2.41 18M
Healthcare

GMO Payment Gateway Inc

2.35 17M
Technology

First American Government Obligs Z

2.33 17M
Cash and Equivalents

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