Morningstar

Brown Advisory Global Leaders Fund Investor Shares BIALX

Morningstar Medalist Rating
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Medalist Rating as of See Brown Advisory Investment Hub
  • NAV / 1-Day Return $29.16  /  +1.18 %
  • Fund Size $2.1B
  • Adjusted Expense Ratio 0.910%
  • Net Expense Ratio —
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Global Large-Stock Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100
  • Investment Status Open
  • TTM Yield 0.33%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis BIALX

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

  • People Pillar

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

Senior Principal Natalia Wolfstetter

Natalia Wolfstetter

Senior Principal

Summary

Differentiated quality-growth approach. Capable managers, a cohesive team, and a prudent process earn this strategy Above Average People and Process ratings.

by Natalia Wolfstetter
Rated on Published on

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Portfolio Holdings BIALX

More BIALX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 51.6
Top 10 Holdings
% Portfolio Weight
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