3 / 5 Stars
3 3 3 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#63 in Small Growth
U.S. News evaluated 219 Small 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 18.42 percent over the past year, 12.07 percent over the past three years, 19.29 percent over the past five years, and 8.52 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||12.1%|
|5 Years (Annualized)||19.3%|
|10 Years (Annualized)||8.5%|
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 are Above Average compared to funds in the same category.
Brown Advisory Small Cap Growth Fund has an expense ratio of 1.17 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.