Brown Advisory Flexible Equity Fund

Scorecard
4 / 5 Stars
Lipper
5 5 5 5 5
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
A (Buy)

U.S. News evaluated 464 Large Growth 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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Performance

The fund has returned 20.52 percent over the past year, 17.48 percent over the past three years, and 19.10 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 3.8%
1 Year 20.5%
3 Years (Annualized) 17.5%
5 Years (Annualized) 19.1%
10 Years (Annualized) N/A

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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 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. With respect to 20% of its assets, the fund may invest in investment grade and non-investment grade debt securities or unrated debt securities.

Fees

Fees are Average compared to funds in the same category.
Brown Advisory Flexible Equity Fund has an expense ratio of 1.35 percent.

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Risk

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

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