Morningstar

Brown Advisory Small-Cap Growth Fund Institutional Shares BAFSX

Morningstar Medalist Rating
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Medalist Rating as of See Brown Advisory Investment Hub
  • NAV / 1-Day Return $45.16  /  +0.36 %
  • Fund Size $532.1M
  • Adjusted Expense Ratio 0.960%
  • Net Expense Ratio —
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 30%
NAV and 1-Day Return as of

Morningstar’s Analysis BAFSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brown Advisory Small-Cap Growth 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 BAFSX

More BAFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Oceaneering International Inc

4.39 23M
Energy

CCC Intelligent Solutions Holdings Inc

3.88 20M
Technology

HealthEquity Inc

3.52 18M
Healthcare

Prosperity Bancshares Inc

3.06 16M
Financial Services

Bio-Techne Corp

2.96 15M
Healthcare

Waste Connections Inc

2.76 14M
Industrials

Andersen Group Inc Ordinary Shares- Class A

2.66 14M
Consumer Cyclical

Establishment Labs Holdings Inc

2.44 13M
Healthcare

Dynatrace Inc Ordinary Shares

2.39 12M
Technology

Encompass Health Corp

2.31 12M
Healthcare

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