5 / 5 Stars
5 5 4 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#3 in Small Blend
U.S. News evaluated 221 Small Blend 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 33.35 percent over the past year, and 19.34 percent over the past three years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||13.6%|
|3 Years (Annualized)||19.3%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term capital appreciation. The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities of small capitalization companies. Equity securities include common stock, preferred stock, equity-equivalent securities such as convertible securities, stock futures contracts, equity options, other investment companies, ADRs, REITs and ETFs, and the Adviser may also invest in private placements in these types of securities. Small companies are companies whose market capitalizations are generally less than $4 billion at the time of purchase.
Fees are High compared to funds in the same category.
Brown Advisory Small-Cap Fundamental Value Fund has an expense ratio of 1.19 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.