Brown Advisory Small Cap Growth Fund

Scorecard
3 / 5 Stars
Lipper
3 3 3 3 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B- (Buy)

#47 in Small Growth

U.S. News evaluated 215 Small Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 34.15 percent over the past year, 14.97 percent over the past three years, 26.69 percent over the past five years, and 9.16 percent over the past decade.

Trailing Returns Updated 02.28.2014
Year to date 2.0%
1 Year 34.1%
3 Years (Annualized) 15.0%
5 Years (Annualized) 26.7%
10 Years (Annualized) 9.2%

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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 1.17 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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