Top 18 Brown Advisory Funds

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Brown Advisory Funds

  • Net Assets
  • $11.5 B
  • Oldest Fund Launched In
  • 1991
  • # of Funds | Share Classes
  • 18 | 43
  • AVG Manager Tenure
  • 9.3 years
  • Expense range
  • 0.4% to 1.7% AVG: 0.9%
  • % of no load funds
  • 100%

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Overview

This is a list of Brown Advisory Funds Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on Brown Advisory Funds Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for Brown Advisory Funds Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for Brown Advisory Funds Funds.

Dividend

This page includes relevant dividend information on Brown Advisory Funds Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for Brown Advisory Funds Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in Brown Advisory Funds Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for Brown Advisory Funds Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
Brown Advisory Growth Equity Fund Inv (BIAGX) U.S. Large-Cap Growth Equity $2,544.27 15.26% 45.30% 0.85% 20.44
Brown Advisory Sustainable Growth Fund Inv (BIAWX) U.S. Large-Cap Growth Equity $1,822.40 20.70% 15.65% 0.88% 7.42
Brown Advisory Small-Cap Growth Fund Inv (BIASX) U.S. Small-Cap Growth Equity $1,441.83 19.28% 12.44% 1.13% 13.61
Brown Advisory Tax Exempt Bond Fund Inv (BIAEX) U.S. Investment-Grade Bond $1,167.34 4.78% 55.36% 0.48% 7.42
Brown Advisory Small-Cap Fundamental Value Fund Inv (BIAUX) U.S. Small-Cap Blend Equity $997.71 2.39% 66.42% 1.12% 10.92
Brown Advisory Flexible Equity Fund Inv (BIAFX) U.S. Large-Cap Growth Equity $525.48 22.14% 10.36% 0.72% 2.08
Brown Advisory - WMC Strategic European Equity Fund Inv (BIAHX) Europe Equity $487.93 5.92% 78.48% 1.22% 6.11
Brown Advisory - Beutel Goodman Large-Cap Value Fund Inst (BVALX) U.S. Large-Cap Value Equity $393.29 13.73% 27.71% 0.60% 1.79
Brown Advisory Emerging Markets Select Fund Inv (BIAQX) Asia Pacific Equity $344.80 8.32% 58.51% 1.41% 0.77
Brown Advisory Global Leaders Fund Inv (BIALX) FAANG Equity $328.36 27.15% 1.40% 1.07% 4.42
Brown Advisory Total Return Fund Inv (BIATX) U.S. Investment-Grade Bond $324.31 7.15% 23.11% 0.54% 5.09
Brown Advisory Mortgage Securities Fund Inv (BIAZX) Mortgage-Backed Securities $262.08 5.31% 36.92% 0.52% 5.93
Brown Advisory Strategic Bond Fund Adv (BATBX) Short-Term Bond $219.05 2.34% 38.16% 0.65% 8.17
Brown Advisory Maryland Bond Fund Inv (BIAMX) Municipal Bond $184.37 4.21% 53.73% 0.49% 5.08
Brown Advisory Intermediate Income Fund Adv (BAIAX) U.S. Investment-Grade Bond $147.34 4.67% 57.60% 0.72% 18.93
Brown Advisory Sustainable Bond Fund Inv (BASBX) U.S. Investment-Grade Bond $138.84 6.47% 32.22% 0.57% 2.32
Brown Advisory Equity Income Fund Inv (BIADX) U.S. Large-Cap Blend Equity $93.14 5.02% 86.50% 0.95% 7.93
Brown Advisory Mid-Cap Growth Fund Inv (BMIDX) U.S. Mid-Cap Growth Equity $56.73 27.14% 6.09% 1.19% 2.16
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

Brown Advisory Funds is a company that sells mutual funds with $11,479M in assets under management. The average expense ratio from all mutual funds is 0.88%. 100.00% of all the mutual funds are no load funds. The oldest fund launched was in 1991. The average manager tenure for all managers at Brown Advisory Funds is 9.34 years. The company offers investors 18 mutual funds, in terms of the number of individual fund symbols.


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