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Lipper
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Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
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TheStreet.com
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U.S. News evaluated 496 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 23.99 percent over the past year.
| Trailing Returns | Updated 05.31.2013 |
|---|---|
| Year to date | 14.0% |
| 1 Year | 24.0% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks to provide current dividend yield and dividend growth. The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in a diversified portfolio of dividend paying common stocks. Equity securities include domestic and foreign common and preferred stock, convertible debt securities, American Depositary Receipts ("ADRs"), Master Limited Partnerships ("MLPs"), real estate investment trusts ("REITs") and exchange traded funds ("ETFs"), and the Adviser may also invest in private placements in these types of securities.
Fees
Fees are High compared to funds in the same category.
Brown Advisory Equity Income Fund has an expense ratio of 1.19 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
