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Morningstar

Brown Advisory Small-Cap Growth Adv BASAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 20.72  /  1.52 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.00
  • Turnover 27%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis BASAX

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

People Pillar

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

Summary

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A strong management team and sound investment process underpin Brown Advisory Small-Cap Growth Adv's Morningstar Quantitative Rating of Silver. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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