Morningstar

Brown Advisory Growth Equity Fund Advisor Shares BAGAX

Morningstar Medalist Rating
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Medalist Rating as of See Brown Advisory Investment Hub
  • NAV / 1-Day Return $8.39  /  +0.36 %
  • Fund Size $299.4M
  • Adjusted Expense Ratio 1.110%
  • Net Expense Ratio —
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 48%
NAV and 1-Day Return as of

Morningstar’s Analysis BAGAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brown Advisory Growth Equity Adv 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 BAGAX

More BAGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.3
Top 10 Holdings
% Portfolio Weight
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