Nasdaq USD
Brown Advisory Growth Equity Adv (BAGAX)
12.07
+0.16
+(1.34%)
At close: April 11 at 8:00:06 PM EDT
Fund Summary
The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have exhibited an above average rate of earnings growth and that have prospects for above average, sustainable growth in the future. Medium and large market capitalization companies are those companies with market capitalizations generally greater than $2 billion at the time of purchase.
Brown Advisory Growth Equity Adv
Baltimore, Maryland 21231
901 S. Bond Street Suite 400
Fund Overview
| Category | Large Growth |
| Fund Family | Brown Advisory Funds |
| Net Assets | 615.78M |
| YTD Return | -7.64% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 19, 2012 |
Fund Operations
| Last Dividend | 0.01 |
| Last Cap Gain | 47.00 |
| Holdings Turnover | 33.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | BAGAX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.09% | 0.99% |
| Prospectus Net Expense Ratio | 1.09% | -- |
| Prospectus Gross Expense Ratio | 1.09% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.36% |
| Max Deferred Sales Load | -- | 1.33% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Kenneth M. Stuzin, Lead Manager since June 28, 1999
Kenneth M. Stuzin, CFA. Mr. Stuzin is a Partner at Brown Advisory and is responsible for managing the Brown Advisory Large-Cap Growth Strategy. Prior to joining Brown Advisory in 1996, he was a Vice President and Portfolio Manager at J.P. Morgan Investment Management in Los Angeles, where he was a US Large-Cap Portfolio Manager. Prior to this position, Mr. Stuzin was a quantitative portfolio strategist in New York, where he advised clients on capital market issues and strategic asset allocation decisions. Mr. Stuzin is a graduate of Columbia University, receiving a BA in 1986, followed by an MBA from the University in 1993. Mr. Stuzin was hired to manage Brown Advisory’s US Large-Cap Growth Equity strategy and to build upon and grow the investment process into what it is today. Morningstar Style Box
Morningstar Category
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