3 / 5 Stars
3 3 4 1 5
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#27 in Mid-Cap Growth
U.S. News evaluated 222 Mid-Cap 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 29.02 percent over the past year, 15.47 percent over the past three years, 22.98 percent over the past five years, and 4.63 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||23.0%|
|10 Years (Annualized)||4.6%|
The investment seeks to achieve long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities. The Adviser selects equity securities of "high quality companies" that the Adviser believes have significant market opportunities where the companies are leaders or potential leaders in their respective industries, market proprietary products and services or are engaged in new product development and product cycle leadership that sustains a strong brand franchise. It may invest up to 20% of its net assets in foreign securities, including in emerging markets.
Fees are High compared to funds in the same category.
Brown Advisory Opportunity Fund has an expense ratio of 1.50 percent.
Risk is Average compared to funds in the same category according to Morningstar.