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Nasdaq - Delayed Quote USD

Brown Advisory Mid-Cap Growth Instl (BAFMX)

14.02
-0.95
(-6.35%)
At close: April 4 at 8:00:06 PM EDT
Loading Chart for BAFMX
  • Previous Close 14.97
  • YTD Return -7.40%
  • Expense Ratio 0.83%
  • Category Mid-Cap Growth
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 66.09M
  • Beta (5Y Monthly) 1.04
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 63.00%
  • Last Dividend --
  • Inception Date Oct 2, 2017

The Adviser seeks to achieve the fund's investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of mid-cap domestic companies. The fund invests primarily in companies the Adviser believes possess "3G" criteria: durable growth, sound governance, and scalable go-to-market strategies. It may invest in ETFs and other types of investment companies that have an investment objective similar to the fund's or that otherwise are permitted investments with the fund's investment policies described herein.

Brown Advisory Funds

Fund Family

Mid-Cap Growth

Fund Category

66.09M

Net Assets

2017-10-02

Inception Date

Performance Overview: BAFMX

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Trailing returns as of 4/3/2025. Category is Mid-Cap Growth.

YTD Return

BAFMX
7.40%
Category
10.80%
 

1-Year Return

BAFMX
1.39%
Category
48.17%
 

3-Year Return

BAFMX
2.82%
Category
21.26%
 

5-Year Return

BAFMX
11.48%
Category
20.18%
 

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Holdings: BAFMX

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Sector Weightings

SectorBAFMX
Technology   29.33%
Industrials   18.76%
Healthcare   17.08%
Energy   4.44%
Real Estate   2.81%
Utilities   2.55%

Recent News: BAFMX

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Research Reports: BAFMX

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