Nasdaq - Delayed Quote USD

Brown Advisory Growth Equity Adv (BAGAX)

27.47 +0.38 (+1.40%)
At close: 6:45 PM EDT
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DELL
  • Previous Close 27.09
  • YTD Return 14.49%
  • Expense Ratio 1.09%
  • Category Large Growth
  • Last Cap Gain 47.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.1B
  • Beta (5Y Monthly) 1.18
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.01
  • Inception Date Oct 19, 2012

The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have exhibited an above average rate of earnings growth and that have prospects for above average, sustainable growth in the future. Medium and large market capitalization companies are those companies with market capitalizations generally greater than $2 billion at the time of purchase.

Brown Advisory Funds

Fund Family

Large Growth

Fund Category

1.1B

Net Assets

2012-10-19

Inception Date

Performance Overview: BAGAX

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Trailing returns as of 10/31/2024. Category is Large Growth.

YTD Return

BAGAX
14.49%
Category
12.38%
?

1-Year Return

BAGAX
31.06%
Category
41.70%
?

3-Year Return

BAGAX
2.09%
Category
22.56%
?

5-Year Return

BAGAX
11.45%
Category
21.98%
?

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Holdings: BAGAX

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Top 10 Holdings (42.95% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 4.91%
NVDA
NVIDIA Corporation 4.69%
AMZN
Amazon.com, Inc. 4.65%
COST
Costco Wholesale Corporation 4.40%
PGR
The Progressive Corporation 4.24%
ISRG
Intuitive Surgical, Inc. 4.10%
GOOG
Alphabet Inc. 4.03%
MA
Mastercard Incorporated 4.03%
UBER
Uber Technologies, Inc. 3.95%
SPGI
S&P Global Inc. 3.95%

Sector Weightings

Recent News: BAGAX

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Research Reports: BAGAX

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