Morningstar

Brown Advisory - WMC Japan Equity Fund Institutional Shares BAFJX

Morningstar Medalist Rating
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Medalist Rating as of See Brown Advisory Investment Hub
  • NAV / 1-Day Return $14.39  /  +0.21 %
  • Fund Size $864.3M
  • Adjusted Expense Ratio 1.010%
  • Net Expense Ratio —
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Japan Stock
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 1.48%
  • Turnover Ratio 83%
NAV and 1-Day Return as of

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 Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers 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

3.83 33M
Technology

Daiichi Sankyo Co Ltd

2.97 25M
Healthcare

Shin-Etsu Chemical Co Ltd

2.96 25M
Basic Materials

Mitsubishi UFJ Financial Group Inc

2.81 24M
Financial Services

Tokyo Electron Ltd

2.71 23M
Technology

Toyota Motor Corp

2.62 22M
Consumer Cyclical

First American Government Obligs Z

2.58 22M
Cash and Equivalents

Shionogi & Co Ltd

2.38 20M
Healthcare

Chugai Pharmaceutical Co Ltd

2.35 20M
Healthcare

Recruit Holdings Co Ltd

2.27 19M
Communication Services

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