BAGAX : Brown Advisory Growth Equity Fund Advisor Shares

BAGAX is a US Stocks Market Large Growth with HIGH fees.

BAGAX

Brown Advisory Growth Equity Fund Advisor Shares

FI Score

48 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

48% FI Score
  • bagax
  • Mutual Fund
  • US Stocks
  • Large Growth

Brown Advisory Growth Equity Fund Advisor Shares

Expenses: 1.10% (Better than 0% 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 capital appreciation by primarily investing in equity securities. 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.

Largest Holdings

Amount Holding
4.93% Amazon.com Inc
4.86% Microsoft Corp
4.55% SBA Communications Corp
4.00% Alphabet Inc Class C
3.94% Thermo Fisher Scientific Inc
3.94% Zoetis Inc Class A
3.83% Mastercard Inc A
3.76% Electronic Arts Inc
3.63% DexCom Inc
3.46% Intuit Inc
3.44% Danaher Corp
3.40% PayPal Holdings Inc
3.28% Intuitive Surgical Inc
3.26% Sherwin-Williams Co
3.23% Roper Technologies Inc
3.15% Autodesk Inc
2.85% Genpact Ltd
2.71% L3Harris Technologies Inc
2.71% Edwards Lifesciences Corp
2.70% Fortive Corp
2.68% Brown-Forman Corp Class B
2.59% The Estee Lauder Companies Inc Class A
2.56% Salesforce.com Inc
2.53% Costco Wholesale Corp
2.50% Illumina Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo