BAFAX : Brown Advisory Flexible Equity Fund Advisor Shares

BAFAX is a US Stocks Market Large Growth with MODERATE fees.

BAFAX

Brown Advisory Flexible Equity Fund Advisor Shares

FI Score

41 /100

Expense Ratio Rating

6 /10

Expense Rating

0 /10

Market Score

4 /10

Category Score

8 /10

Market Size

4 /10

41% FI Score
  • bafax
  • Mutual Fund
  • US Stocks
  • Large Growth

Brown Advisory Flexible Equity Fund Advisor Shares

Expenses: 0.97% (Better than 1% of similar funds)

This is a bad choice for a Large Growth US Stocks fund. See why ยป

Fund Summary

The investment seeks to achieve long-term growth of capital. The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of equity securities. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have strong, or improving, long-term business characteristics and share prices that do not reflect these favorable fundamental attributes. The fund may invest up to 15% of its net assets in foreign securities, including emerging markets.

Largest Holdings

Amount Holding
5.96% Visa Inc Class A
5.68% Microsoft Corp
5.45% Mastercard Inc A
4.43% Facebook Inc A
3.67% Berkshire Hathaway Inc Class B
3.60% Alphabet Inc Class C
3.49% UnitedHealth Group Inc
3.46% Apple Inc
3.45% Lowe's Companies Inc
3.31% CarMax Inc
3.29% Edwards Lifesciences Corp
2.97% Alibaba Group Holding Ltd ADR
2.62% Booking Holdings Inc
2.59% Bank of America Corp
2.50% JPMorgan Chase & Co
2.21% PayPal Holdings Inc
2.21% Ameriprise Financial Inc
2.03% Amazon.com Inc
2.01% Anthem Inc
1.98% SBA Communications Corp
1.91% Nomad Foods Ltd
1.81% Accenture PLC Class A
1.62% Alphabet Inc A
1.50% Analog Devices Inc
1.49% The Walt Disney Co

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