BAUAX : Brown Advisory Small-Cap Fundamental Value Fund Advisor Shares

BAUAX is a US Stocks Market Small Blend with HIGH fees.

BAUAX

Brown Advisory Small-Cap Fundamental Value Fund Advisor Shares

FI Score

41 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

41% FI Score
  • bauax
  • Mutual Fund
  • US Stocks
  • Small Blend

Brown Advisory Small-Cap Fundamental Value Fund Advisor Shares

Expenses: 1.37% (Better than 0% of similar funds)

This is a bad choice for a Small Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities of small capitalization companies. Equity securities include common stock, preferred stock, equity-equivalent securities such as convertible securities, stock futures contracts, equity options, other investment companies, ADRs, REITs and ETFs, and the Adviser may also invest in private placements in these types of securities. Small companies are companies whose market capitalizations are generally less than $6 billion at the time of purchase.

Largest Holdings

Amount Holding
2.99% GCI Liberty Inc A
2.94% Magellan Health Inc
2.88% Nexstar Media Group Inc Class A
2.83% Core-Mark Holding Co Inc
2.73% Eagle Materials Inc
2.57% Assurant Inc
2.56% UMB Financial Corp
2.54% Cabot Microelectronics Corp
2.42% Cardtronics PLC
2.37% Primerica Inc
2.36% Maximus Inc
2.32% McGrath RentCorp
2.29% EchoStar Corp
2.24% The Providence Service Corp
2.20% Kadant Inc
2.18% Simpson Manufacturing Co Inc
2.14% National General Holdings Corp
2.11% Helen Of Troy Ltd
2.01% Essential Properties Realty Trust Inc
1.88% Extended Stay America Inc
1.88% Sprouts Farmers Market Inc
1.87% Virtus Investment Partners Inc
1.79% Veritex Holdings Inc
1.78% Federal Signal Corp
1.75% Albany International Corp

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