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Brown Advisory Growth Equity Inv (BIAGX) Fund Ranking and Research

Ranking, Research and Recommendation of Brown Advisory Growth Equity Inv (BIAGX) Fund

    Last Trade: $19.90 on 12/18/2014, Change: +0.40 (2.05%)

 

Graph of Brown Advisory Growth Equity Inv Fund (BIAGX) ManagerFund Manager - Kenneth M. Stuzin

Fund Manager Information

Fund Manager Tenure: 15.5 years
Fund Family: Brown Advisory Funds
Fund Category: Large Growth
Fund Performance: Nov 29, 2014
Fundmojo Fund Grade: D (Score: 0.47)     (What does this score mean?)

 

Graph of Brown Advisory Growth Equity Inv Fund (BIAGX) ProfileBrown Advisory Growth Equity Inv Fund (BIAGX) Profile

Fund Profile and Description

Brown Advisory Growth Equity Inv Fund seeks to achieve capital appreciation by primarily investing in equity securities. Brown Advisory Growth Equity Inv Fund normally invests at least 80% of the value of its net assets in equity securities of domestic companies. It invests primarily in stocks of medium and large capitalizations companies that the Advisor believes have exhibited an above average rate of earnings growth over the past few years and that have prospects for above average, sustainable growth in the future. The Fund invests up to 15% of its net assets in foreign securities, including in emerging markets.

 

Brown Advisory Growth Equity Inv (BIAGX) Fund Strength What we like about Brown Advisory Growth Equity Inv (BIAGX) Fund

Data for Brown Advisory Growth Equity Inv Fund (BIAGX) as of Nov 29, 2014

  • Brown Advisory Growth Equity Inv Fund (BIAGX) management has been with Brown Advisory Growth Equity Inv Fund for 15.5 years
  • Brown Advisory Growth Equity Inv Fund (BIAGX) has good Long-term performance (5-year return 15.53% vs 15.03% Large Growth category median performance)
  • Brown Advisory Growth Equity Inv Fund (BIAGX) has an annual stock turnover rate of 25.00% vs Large Growth average of 49.17%. It is good that Brown Advisory Growth Equity Inv management does not trade extensively for its return.
  • Brown Advisory Growth Equity Inv Fund (BIAGX) has a lower expense ratio than its Large Growth average: 0.89% vs 1.20%
  • Brown Advisory Growth Equity Inv Fund (BIAGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Brown Advisory Growth Equity Inv Fund (BIAGX) Weakness What we are cautious about Brown Advisory Growth Equity Inv (BIAGX) Fund

Data for Brown Advisory Growth Equity Inv Fund (BIAGX) as of Nov 29, 2014

  • Brown Advisory Growth Equity Inv Fund (BIAGX) has a less-than-ideal short-term performance (1-year return 8.96% vs 14.49% Large Growth category median performance)
  • Brown Advisory Growth Equity Inv Fund (BIAGX) has a less-than-ideal mid-term performance (3-year return 15.41% vs 19.48% Large Growth category median performance)
  • Brown Advisory Growth Equity Inv Fund (BIAGX) ratio of up-years vs down years can be improved
  • Brown Advisory Growth Equity Inv Fund (BIAGX) has a Morningstar rating of 3 and below
  • Brown Advisory Growth Equity Inv Fund (BIAGX) is less safe compared to its Large Growth peers
  • Brown Advisory Growth Equity Inv Fund (BIAGX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.28 that is higher than category average of 10.99
See Brown Advisory Growth Equity Inv Fund (BIAGX) performance details as of Nov 29, 2014

 

What do you think?

 

Compare Brown Advisory Growth Equity Inv Fund (BIAGX)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 Growth Equity Inv6.298.9615.4115.53
American Funds AMCAP R6 (RAFGX)13.1915.8821.6516.60Compare
AllianceBern Core Opportunities Advisor (ADGYX)12.6915.6320.6117.01Compare
Voya Russell Large Cap Growth Index A (IRLAX)13.8516.8319.4815.11Compare

See top fund managers for Large Growth Category Funds

 

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

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares S&P 500 Growth Index (IVW)15.81%19.50%20.79%
PowerShares Fundamental Pure La (PXLG)17.08%19.45%21.13%
Schwab U.S. Large-Cap Growth ETF (SCHG)16.31%19.20%21.72%
SPDR S&P 500 Growth ETF (SPYG)15.64%18.85%20.88%
iShares Morningstar Large Growth Index (JKE)15.86%18.77%21.41%

 

Graph of Brown Advisory Growth Equity Inv Fund (BIAGX) Net Asset TrackingBrown Advisory Growth Equity Inv (BIAGX) Fund Net Asset

Track net asset change of Brown Advisory Growth Equity Inv fund (BIAGX)

DateNet Asset
11/2014$2.64B
10/2014$2.65B
09/2014$2.62B
More historic net asset information on Brown Advisory Growth Equity Inv Fund (BIAGX)

  

Graph of Brown Advisory Growth Equity Inv Fund (BIAGX) Portfolio TrackingBrown Advisory Growth Equity Inv (BIAGX) Fund Portfolio Allocation

Track portfolio allocation change of Brown Advisory Growth Equity Inv fund (BIAGX)

DateCashStockBondOther
09/20141.32%98.68%0%0%
06/20142.82%97.18%0%0%
03/20143.42%96.58%0%0%
Click here to see more historic asset allocation information on Brown Advisory Growth Equity Inv Fund (BIAGX)

 

graph of Brown Advisory Growth Equity Inv Fund (BIAGX) Top 10 Position TrackingTop 10 Holdings in Brown Advisory Growth Equity Inv (BIAGX) Fund

Discover what Brown Advisory Growth Equity Inv Fund (BIAGX) manager is buying

Sep 29, 2014
Gilead Sciences, Inc. [4.68%]
Charles Schwab Corporation (The [4.66%]
Express Scripts Holding Company [4.24%]
Visa Inc. [3.92%]
Mead Johnson Nutrition Company [3.88%]
Intuitive Surgical, Inc. [3.75%]
Apple Inc. [3.74%]
QUALCOMM Incorporated [3.72%]
Schlumberger N.V. Common Stock [3.66%]
Starbucks Corporation [3.65%]

Jun 29, 2014
Schlumberger N.V. Common Stock [4.51%]
Charles Schwab Corporation (The [4.23%]
QUALCOMM Incorporated [4.13%]
Express Scripts Holding Company [4.1%]
Visa Inc. [3.82%]
Mead Johnson Nutrition Company [3.7%]
Starbucks Corporation [3.69%]
Apple Inc. [3.6%]
Gilead Sciences, Inc. [3.59%]
FMC Technologies, Inc. Common S [3.56%]

Mar 30, 2014
Express Scripts Holding Company [4.54%]
Visa Inc. [4.47%]
Google Inc. [4.34%]
QUALCOMM Incorporated [4.2%]
Schlumberger N.V. Common Stock [4.03%]
Charles Schwab Corporation (The [3.86%]
Intuitive Surgical, Inc. [3.86%]
Mead Johnson Nutrition Company [3.67%]
Starbucks Corporation [3.57%]
Danaher Corporation Common Stoc [3.4%]
Click here for Stock Holding Change Map in Brown Advisory Growth Equity Inv Fund (BIAGX)

  

Latest News on Brown Advisory Growth Equity Inv (BIAGX) Fund

See what is happening with Brown Advisory Growth Equity Inv Fund (BIAGX)

 

Brown Advisory Growth Equity Inv Fund (BIAGX) Related ResourcesSee more information on Brown Advisory Growth Equity Inv (BIAGX) Fund

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