4 / 5 Stars
5 5 5 2 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#14 in Large Growth
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.
The fund has returned 20.78 percent over the past year, 17.74 percent over the past three years, and 19.37 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||3.9%|
|3 Years (Annualized)||17.7%|
|5 Years (Annualized)||19.4%|
|10 Years (Annualized)||N/A|
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 are Average compared to funds in the same category.
Brown Advisory Flexible Equity Fund has an expense ratio of 1.15 percent.
Risk is Low compared to funds in the same category according to Morningstar.