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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: $16.79 on 2/11/2016, Change: -0.11 (-0.65%)

 

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

Fund Manager Information

Fund Manager Tenure: 16.6 years
Fund Family: Brown Advisory Funds
Fund Category: Large Growth
Fund Performance: Jan 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (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 Jan 30, 2016

  • Brown Advisory Growth Equity Inv Fund (BIAGX) management has been with Brown Advisory Growth Equity Inv Fund for 16.6 years
  • Brown Advisory Growth Equity Inv Fund (BIAGX) has good short-term performance (1-year return 2.29% vs -1.68% Large Growth category median performance)
  • Brown Advisory Growth Equity Inv Fund (BIAGX) ratio of up-years vs down years is greater than 2
  • Brown Advisory Growth Equity Inv Fund (BIAGX) has a Morningstar rating of 4 and above
  • Brown Advisory Growth Equity Inv Fund (BIAGX) has an annual stock turnover rate of 24.00% vs Large Growth average of 50.73%. It is good that Brown Advisory Growth Equity Inv management does not trade extensively for its return.
  • Brown Advisory Growth Equity Inv Fund (BIAGX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.93, lower than category average of 11.58
  • Brown Advisory Growth Equity Inv Fund (BIAGX) has a lower expense ratio than its Large Growth average: 0.87% vs 1.18%
  • 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 Jan 30, 2016

  • Brown Advisory Growth Equity Inv Fund (BIAGX) has a less-than-ideal mid-term performance (3-year return 8.68% vs 10.92% Large Growth category median performance)
  • Brown Advisory Growth Equity Inv Fund (BIAGX) has a less-than-ideal Long-term performance (5-year return 8.70% vs 9.81% Large Growth category median performance)
  • Brown Advisory Growth Equity Inv Fund (BIAGX) is less safe compared to its Large Growth peers
  • Asset base in Brown Advisory Growth Equity Inv Fund (BIAGX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support
See Brown Advisory Growth Equity Inv Fund (BIAGX) performance details as of Jan 30, 2016

 

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 Inv-6.972.298.688.70
AB Core Opportunities Advisor (ADGYX)-4.292.5713.0112.47Compare
Voya Russell Large Cap Growth Idx Port A (IRLAX)-4.933.5013.3111.61Compare
INTECH US Core D (JIRMX)-4.87-1.9012.1011.87Compare

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
(QQQ)9.45%9.45%21.24%
iShares Russell Top 200 Growth (IWY)-5.06%4.09%14.07%
PowerShares Dynamic Large Cap Growth ETF (PWB)-4.89%3.93%15.16%
SPDR S&P 500 Growth ETF (SPYG)-5.16%1.61%13.44%
iShares S&P 500 Growth (IVW)-5.17%1.61%13.45%

 

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
01/2016$2.20B
12/2015$2.38B
11/2015$2.47B
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
12/20153.33%96.67%0%0%
09/20153.51%96.49%0%0%
06/20152.57%97.43%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

Dec 30, 2015
Amazon.com, Inc. [4.85%]
Visa Inc. [4.66%]
Facebook, Inc. [4.35%]
Starbucks Corporation [4.2%]
Express Scripts Holding Company [3.69%]
TripAdvisor, Inc. [3.57%]
Danaher Corporation Common Stoc [3.54%]
Estee Lauder Companies, Inc. (T [3.49%]
Bristol-Myers Squibb Company Co [3.48%]
Costco Wholesale Corporation [3.42%]

Sep 29, 2015
Starbucks Corporation [4.8%]
Amazon.com, Inc. [4.65%]
Visa Inc. [4.51%]
Facebook, Inc. [4.03%]
Stericycle, Inc. [3.87%]
Express Scripts Holding Company [3.84%]
Charles Schwab Corporation (The [3.71%]
Danaher Corporation Common Stoc [3.66%]
Estee Lauder Companies, Inc. (T [3.51%]
Intuitive Surgical, Inc. [3.34%]

Jun 29, 2015
Amazon.com, Inc. [4.34%]
Starbucks Corporation [4.34%]
Charles Schwab Corporation (The [4.3%]
Express Scripts Holding Company [4.29%]
Visa Inc. [4.15%]
Facebook, Inc. [3.69%]
Stericycle, Inc. [3.57%]
Apple Inc. [3.53%]
Danaher Corporation Common Stoc [3.52%]
Estee Lauder Companies, Inc. (T [3.5%]
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

Popular pages on Brown Advisory Growth Equity Inv (BIAGX) Fund

  

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