Brown Advisory - WMC Jpn Eq Inv 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.
Brown Advisory - WMC Japan Equity Fund Investor Shares BIJEX
- NAV / 1-Day Return 13.02 / −0.76 %
- Total Assets 713.0M
-
Adj. Expense Ratio
1.160%
- Expense Ratio 1.150%
- Distribution Fee Level Average
- Share Class Type No Load
- Category Japan Stock
- Investment Style Large Blend
- Min. Initial Investment 100
- Status Open
- TTM Yield 1.50%
- Turnover 73%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 1:35 AM GMT+0
Morningstar’s Analysis BIJEX
Will BIJEX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the BIJEX 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 BIJEX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Shin-Etsu Chemical Co Ltd | 3.76 | 26M | Basic Materials |
Sony Group Corp | 3.65 | 25M | Technology |
Daiichi Sankyo Co Ltd | 3.12 | 22M | Healthcare |
KDDI Corp | 2.91 | 20M | Communication Services |
Mitsubishi UFJ Financial Group Inc | 2.67 | 18M | Financial Services |
Shionogi & Co Ltd | 2.65 | 18M | Healthcare |
MISUMI Group Inc | 2.47 | 17M | Industrials |
Mizuho Financial Group Inc | 2.37 | 16M | Financial Services |
Toyota Motor Corp | 2.36 | 16M | Consumer Cyclical |
Recruit Holdings Co Ltd | 2.31 | 16M | Communication Services |
United States