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Brown Advisory Small-Cap Fdmtl Val Adv BAUAX

Quantitative rating as of
  • NAV / 1-Day Return 28.49  /  0.07 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.09%
  • Turnover 27%

Morningstar’s Analysis BAUAX

Will BAUAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Strength in Brown Advisory Small-Cap Fdmtl Val Adv's People Pillaris partially offset by an Average Process Pillar rating, leading to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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