4 / 5 Stars
5 5 5 2 5
Zacks Investment Research
Standard & Poor's
5 / 5 Stars
#29 in Large Growth
U.S. News evaluated 466 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 27.75 percent over the past year, 16.00 percent over the past three years, and 24.39 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||24.4%|
|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 (plus any borrowings for investment purposes) in a diversified portfolio of equity securities. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have exhibited an above average rate of earnings growth and that have prospects for above average, sustainable growth in the future. Medium and large market capitalization companies are, according to the Adviser, those companies with market capitalizations generally greater than $2 billion at the time of purchase.
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 Below Average compared to funds in the same category according to Morningstar.