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Brown Advisory Small-Cap Growth Adv (BASAX) Fund Ranking and Research

Ranking, Research and Recommendation of Brown Advisory Small-Cap Growth Adv (BASAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Brown Advisory Small-Cap Growth Adv Fund (BASAX) ManagerFund Manager - Christopher A. Berrier

Fund Manager Information

Fund Manager Tenure: 13.4 years
Fund Family: Brown Advisory Funds
Fund Category: Small Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.8)     (What does this score mean?)
Christopher A. Berrier is a Partner of Brown Advisory and has been co-lead portfolio manager of the Small-Cap Growth Strategy since joining the firm in September 2005. Prior to joining the firm, Mr. Berrier was a Vice President and senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalization growth companies across several mutual funds. He has ten years of investment industry experience. Mr. Berrier earned an A.B. in Economics from Princeton University.  Get more insights on Christopher A. Berrier

 

Graph of Brown Advisory Small-Cap Growth Adv Fund (BASAX) ProfileBrown Advisory Small-Cap Growth Adv Fund (BASAX) Profile

Fund Profile and Description

Brown Advisory Small-Cap Growth Adv Fund seeks to achieve capital appreciation by primarily investing in equity securities. Brown Advisory Small-Cap Growth Adv Fund normally invests at least 80% of net assets in equity securities of small domestic companies. It invests primarily in companies believed to have well above average growth prospects. Brown Advisory Small-Cap Growth Adv Fund invests primarily in ETFs which have similar investment objectives to the fund. It may invest up to 20% of net assets in foreign securities, including in emerging markets.

 

Brown Advisory Small-Cap Growth Adv (BASAX) Fund Strength What we like about Brown Advisory Small-Cap Growth Adv (BASAX) Fund

Data for Brown Advisory Small-Cap Growth Adv Fund (BASAX) as of May 30, 2016

  • Brown Advisory Small-Cap Growth Adv Fund (BASAX) management has been with Brown Advisory Small-Cap Growth Adv Fund for 13.4 years
  • Brown Advisory Small-Cap Growth Adv Fund (BASAX) has good short-term performance (1-year return 1.64% vs -7.74% Small Growth category median performance)
  • Brown Advisory Small-Cap Growth Adv Fund (BASAX) has good mid-term performance (3-year return 10.44% vs 6.86% Small Growth category median performance)
  • Brown Advisory Small-Cap Growth Adv Fund (BASAX) has good Long-term performance (5-year return 9.09% vs 7.01% Small Growth category median performance)
  • Brown Advisory Small-Cap Growth Adv Fund (BASAX) ratio of up-years vs down years is greater than 2
  • Brown Advisory Small-Cap Growth Adv Fund (BASAX) has a Morningstar rating of 4 and above
  • Asset base in Brown Advisory Small-Cap Growth Adv Fund (BASAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Brown Advisory Small-Cap Growth Adv Fund (BASAX) has an annual stock turnover rate of 28.00% vs Small Growth average of 63.11%. It is good that Brown Advisory Small-Cap Growth Adv management does not trade extensively for its return.
  • Brown Advisory Small-Cap Growth Adv Fund (BASAX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.29, lower than category average of 15.82

Brown Advisory Small-Cap Growth Adv Fund (BASAX) Weakness What we are cautious about Brown Advisory Small-Cap Growth Adv (BASAX) Fund

Data for Brown Advisory Small-Cap Growth Adv Fund (BASAX) as of May 30, 2016

  • Brown Advisory Small-Cap Growth Adv Fund (BASAX) has a higher expense ratio of 1.39% than its Small Growth average of 1.31%
  • Even though Brown Advisory Small-Cap Growth Adv Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Brown Advisory Small-Cap Growth Adv Fund (BASAX) performance details as of May 30, 2016

 

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Compare Brown Advisory Small-Cap Growth Adv Fund (BASAX)Compare with other top Small Growth category mutual funds

Aadditional top Small Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Brown Advisory Small-Cap Growth Adv1.301.6410.449.09
Thrivent Small Cap Stock A (AASMX)5.33-2.128.136.23Compare
Invesco Small Cap Growth A (GTSAX)2.31-6.349.449.20Compare
Brown Capital Mgmt Small Co Inv (BCSIX)-0.292.9113.0511.17Compare

See top fund managers for Small Growth Category Funds

 

Compare Brown Advisory Small-Cap Growth Adv Fund (BASAX)Compare with Small Growth category ETFs

Some Small Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
First Trust Small Cap Gr AlphaDEX ETF (FYC)2.08%0.72%8.41%
iShares S&P Small-Cap 600 Growth (IJT)3.38%0.39%10.55%
SPDR S&P 600 Small Cap Growth ETF (SLYG)3.30%0.18%10.49%
Vanguard S&P Small-Cap 600 Growth ETF (VIOG)2.78%0.08%10.38%
Vanguard Small-Cap Growth ETF (VBK)000

 

Graph of Brown Advisory Small-Cap Growth Adv Fund (BASAX) Net Asset TrackingBrown Advisory Small-Cap Growth Adv (BASAX) Fund Net Asset

Track net asset change of Brown Advisory Small-Cap Growth Adv fund (BASAX)

DateNet Asset
05/2016$288.76M
03/2016$267.63M
02/2016$249.83M
More historic net asset information on Brown Advisory Small-Cap Growth Adv Fund (BASAX)

  

Graph of Brown Advisory Small-Cap Growth Adv Fund (BASAX) Portfolio TrackingBrown Advisory Small-Cap Growth Adv (BASAX) Fund Portfolio Allocation

Track portfolio allocation change of Brown Advisory Small-Cap Growth Adv fund (BASAX)

DateCashStockBondOther
03/20166.99%91.99%0%1.02%
12/20152.91%96.1%0%0.99%
09/20155.72%93.22%0%1.06%
Click here to see more historic asset allocation information on Brown Advisory Small-Cap Growth Adv Fund (BASAX)

 

graph of Brown Advisory Small-Cap Growth Adv Fund (BASAX) Top 10 Position TrackingTop 10 Holdings in Brown Advisory Small-Cap Growth Adv (BASAX) Fund

Discover what Brown Advisory Small-Cap Growth Adv Fund (BASAX) manager is buying

Mar 30, 2016
Waste Connections, Inc. Common [4.69%]
Broadridge Financial Solutions, [3.39%]
Cogent Communications Holdings, [3.34%]
BroadSoft, Inc. [3.2%]
Bright Horizons Family Solution [2.79%]
Liberty TripAdvisor Holdings, I [2.63%]
Henry Schein, Inc. [2.62%]
Charles River Laboratories Inte [2.48%]
M/A-COM Technology Solutions Ho [2.41%]
The Ultimate Software Group, In [2.41%]

Dec 30, 2015
Waste Connections, Inc. Common [4.32%]
Broadridge Financial Solutions, [3.09%]
Cogent Communications Holdings, [2.99%]
Bright Horizons Family Solution [2.9%]
BroadSoft, Inc. [2.82%]
Charles River Laboratories Inte [2.65%]
The Ultimate Software Group, In [2.45%]
Henry Schein, Inc. [2.41%]
Liberty TripAdvisor Holdings, I [2.36%]
Interactive Intelligence Group, [2.31%]

Sep 29, 2015
Waste Connections, Inc. Common [3.86%]
Broadridge Financial Solutions, [3.34%]
Bright Horizons Family Solution [2.89%]
City National Corp [2.87%]
BroadSoft, Inc. [2.47%]
Cogent Communications Holdings, [2.38%]
The Ultimate Software Group, In [2.32%]
Maximus, Inc. Common Stock [2.3%]
Interactive Intelligence Group, [2.26%]
Prosperity Bancshares, Inc. Com [2.19%]
Click here for Stock Holding Change Map in Brown Advisory Small-Cap Growth Adv Fund (BASAX)

  

Latest News on Brown Advisory Small-Cap Growth Adv (BASAX) Fund

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Brown Advisory Small-Cap Growth Adv Fund (BASAX) Related ResourcesSee more information on Brown Advisory Small-Cap Growth Adv (BASAX) Fund

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