Brown Advisory Value Equity

3 / 5 Stars
3 3 4 3 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
B+ (Buy)

#130 in Large Blend

U.S. News evaluated 481 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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The fund has returned 28.26 percent over the past year, 15.54 percent over the past three years, 18.98 percent over the past five years, and 6.97 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 8.0%
1 Year 28.3%
3 Years (Annualized) 15.5%
5 Years (Annualized) 19.0%
10 Years (Annualized) 7.0%

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The investment seeks to achieve capital appreciation. The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in a portfolio of domestic equity securities of companies with medium to large market capitalization. Medium and large market capitalization companies are those companies with market capitalizations generally greater than $2 billion at the time of purchase. It invests primarily in equity securities of companies that the Adviser believes have attractive underlying fundamentals and are generally capable of sustaining long-term growth rates at or above the market averages.


Fees are Above Average compared to funds in the same category.
Brown Advisory Value Equity has an expense ratio of 0.94 percent.

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Risk is Above Average compared to funds in the same category according to Morningstar.

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