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Brown Advisory Flexible Equity Inv (BIAFX) Fund Ranking and Research

Ranking, Research and Recommendation of Brown Advisory Flexible Equity Inv (BIAFX) Fund

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Graph of Brown Advisory Flexible Equity Inv Fund (BIAFX) ManagerFund Manager - R. Hutchings L. Vernon

Fund Manager Information

Fund Manager Tenure: 11.8 years
Fund Family: Brown Advisory Funds
Fund Category: Large Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Mr. Vernon is a Principal, Portfolio Manager and Investment Analyst for ABIM. Prior to joining the firm in 1993, Mr. Vernon was a Portfolio Manager and Research Analyst for T. Rowe Price Associates, Legg Mason and Wachovia Bank. Mr. Vernon is a Phi Beta Kappa at the University of Virginia where he earned his B.A. in 1982. He is a Chartered Financial Analyst and a member and a past President of the Baltimore Security Analysts Society.  Get more insights on R. Hutchings L. Vernon

 

Graph of Brown Advisory Flexible Equity Inv Fund (BIAFX) ProfileBrown Advisory Flexible Equity Inv Fund (BIAFX) Profile

Fund Profile and Description

Brown Advisory Flexible Equity Inv Fund seeks to achieve long-term growth of capital. Brown Advisory Flexible Equity Inv Fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in a diversified portfolio of equity securities. The Advisor may invest in securities of companies of various market capitalizations with a focus on larger companies. It invests primarily in ETFs that have an investment objective similar to the Fund’s or that otherwise are permitted investments with the Fund’s investment policies described herein.

 

Brown Advisory Flexible Equity Inv (BIAFX) Fund Strength What we like about Brown Advisory Flexible Equity Inv (BIAFX) Fund

Data for Brown Advisory Flexible Equity Inv Fund (BIAFX) as of May 30, 2016

  • Brown Advisory Flexible Equity Inv Fund (BIAFX) management has been with Brown Advisory Flexible Equity Inv Fund for 11.8 years
  • Brown Advisory Flexible Equity Inv Fund (BIAFX) has good Long-term performance (5-year return 11.32% vs 10.14% Large Growth category median performance)
  • Brown Advisory Flexible Equity Inv Fund (BIAFX) ratio of up-years vs down years is greater than 2
  • Asset base in Brown Advisory Flexible Equity Inv Fund (BIAFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Brown Advisory Flexible Equity Inv Fund (BIAFX) has an annual stock turnover rate of 7.00% vs Large Growth average of 50.46%. It is good that Brown Advisory Flexible Equity Inv management does not trade extensively for its return.
  • Brown Advisory Flexible Equity Inv Fund (BIAFX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.85, lower than category average of 12.75
  • Brown Advisory Flexible Equity Inv Fund (BIAFX) has a lower expense ratio than its Large Growth average: 0.91% vs 1.17%
  • Brown Advisory Flexible Equity Inv Fund (BIAFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Brown Advisory Flexible Equity Inv Fund (BIAFX) Weakness What we are cautious about Brown Advisory Flexible Equity Inv (BIAFX) Fund

Data for Brown Advisory Flexible Equity Inv Fund (BIAFX) as of May 30, 2016

  • Brown Advisory Flexible Equity Inv Fund (BIAFX) has a less-than-ideal short-term performance (1-year return -3.10% vs -1.74% Large Growth category median performance)
  • Brown Advisory Flexible Equity Inv Fund (BIAFX) has a less-than-ideal mid-term performance (3-year return 8.46% vs 10.74% Large Growth category median performance)
  • Brown Advisory Flexible Equity Inv Fund (BIAFX) has a Morningstar rating of 3 and below
  • Brown Advisory Flexible Equity Inv Fund (BIAFX) is less safe compared to its Large Growth peers
See Brown Advisory Flexible Equity Inv Fund (BIAFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Brown Advisory Flexible Equity Inv Fund (BIAFX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Brown Advisory Flexible Equity Inv1.10-3.108.4611.32
American Funds AMCAP R6 (RAFGX)3.59-1.1311.8211.94Compare
AB Core Opportunities Advisor (ADGYX)1.543.3612.0412.15Compare
Eaton Vance Growth R (ELCRX)-0.280.1013.0010.73Compare

See top fund managers for Large Growth Category Funds

 

Compare Brown Advisory Flexible Equity Inv Fund (BIAFX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
PowerShares Dynamic Large Cap Growth ETF (PWB)-0.31%1.61%13.24%
iShares Russell 1000 Growth (IWF)1.70%1.47%12.29%
Vanguard Russell 1000 Growth ETF (VONG)1.69%1.42%12.36%
First Trust Large Cap Gr AlphaDEX ETF (FTC)2.10%1.03%12.67%
iShares Morningstar Large-Cap Growth (JKE)-0.23%0.51%13.52%

 

Graph of Brown Advisory Flexible Equity Inv Fund (BIAFX) Net Asset TrackingBrown Advisory Flexible Equity Inv (BIAFX) Fund Net Asset

Track net asset change of Brown Advisory Flexible Equity Inv fund (BIAFX)

DateNet Asset
05/2016$348.98M
03/2016$341.62M
02/2016$312.70M
More historic net asset information on Brown Advisory Flexible Equity Inv Fund (BIAFX)

  

Graph of Brown Advisory Flexible Equity Inv Fund (BIAFX) Portfolio TrackingBrown Advisory Flexible Equity Inv (BIAFX) Fund Portfolio Allocation

Track portfolio allocation change of Brown Advisory Flexible Equity Inv fund (BIAFX)

DateCashStockBondOther
03/20164.51%95.48%0%0.01%
12/20154.27%95.72%0%0.01%
09/20155.23%94.76%0%0.01%
Click here to see more historic asset allocation information on Brown Advisory Flexible Equity Inv Fund (BIAFX)

 

graph of Brown Advisory Flexible Equity Inv Fund (BIAFX) Top 10 Position TrackingTop 10 Holdings in Brown Advisory Flexible Equity Inv (BIAFX) Fund

Discover what Brown Advisory Flexible Equity Inv Fund (BIAFX) manager is buying

Mar 30, 2016
Visa Inc. [5.66%]
Berkshire Hathaway Inc B [5.15%]
Mastercard Incorporated Common [3.92%]
Wells Fargo & Company Common St [3.79%]
The Priceline Group Inc. [3.54%]
Canadian National Railway Co [3.52%]
Apple Inc. [3.24%]
Express Scripts Holding Company [3.23%]
Alphabet Inc. [3.21%]

Dec 30, 2015
Visa Inc. [5.92%]
Berkshire Hathaway Inc Class B [4.52%]
Wells Fargo & Company Common St [4.14%]
Express Scripts Holding Company [3.99%]
Mastercard Incorporated Common [3.8%]
Teva Pharmaceutical Industries [3.59%]
Alphabet Inc. [3.24%]
The Priceline Group Inc. [3.23%]
Charles Schwab Corporation (The [3.16%]

Sep 29, 2015
Visa Inc. [5.92%]
Berkshire Hathaway Inc Class B [4.64%]
Wells Fargo & Company Common St [4.11%]
Express Scripts Holding Company [3.89%]
Mastercard Incorporated Common [3.73%]
Kinder Morgan, Inc. Common Stoc [3.34%]
The Priceline Group Inc. [3.27%]
Canadian National Railway Co [3.24%]
Walt Disney Company (The) Commo [3.14%]
Click here for Stock Holding Change Map in Brown Advisory Flexible Equity Inv Fund (BIAFX)

  

Latest News on Brown Advisory Flexible Equity Inv (BIAFX) Fund

See what is happening with Brown Advisory Flexible Equity Inv Fund (BIAFX)

 

Brown Advisory Flexible Equity Inv Fund (BIAFX) Related ResourcesSee more information on Brown Advisory Flexible Equity Inv (BIAFX) Fund

Popular pages on Brown Advisory Flexible Equity Inv (BIAFX) Fund

  

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