| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
5
2
|
|
Zacks Investment Research
4
(Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#83 in Small Growth
U.S. News evaluated 213 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
See all Brown Advisory Funds funds
Performance
The fund has returned 9.99 percent over the past year, 11.78 percent over the past three years, 6.81 percent over the past five years, and 10.24 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.3% |
| 1 Year | 10.0% |
| 3 Years (Annualized) | 11.8% |
| 5 Years (Annualized) | 6.8% |
| 10 Years (Annualized) | 10.2% |
Summary
The investment seeks to achieve capital appreciation by primarily investing in equity securities. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small domestic companies. Small companies, according to the Adviser, are companies whose market capitalizations are generally less than $4 billion at the time of purchase. It invests primarily in companies the Adviser believes have above average growth prospects. The fund may invest up to 20% of its net assets in foreign securities, including in emerging markets.
Fees
Fees are Above Average compared to funds in the same category.
Brown Advisory Small Cap Growth Fund has an expense ratio of 1.41 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
