Mutual Fund Insights: Brown Advisory Growth Equity Instl Fund (BIAGX)

In-depth Analysis of Brown Advisory Growth Equity Instl Fund (BIAGX)

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See Brown Advisory Growth Equity Instl Fund (BIAGX) performance details as of February 28, 2010

  

Last Trade: $10.75 on 3/19/2010, Change: -0.08 (-0.74%)

Experiment our closing price forecasting tool for Brown Advisory Growth Equity Instl Fund (BIAGX) (alpha release)

  

Fund Manager - Kenneth Mather Stuzin

Fund Manager Tenure: 10.7 years
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)

Kenneth is a senior manager with the Brown Investment Advisory Incorporated, his employer since 1996. Prior to joining Brown, Kenneth Mather Stuzin wan a vice president and portfolio manager at J.P. Morgan Investment Management in Los Angeles, where Kenneth Mather Stuzin was a U.S. large-cap portfolio manager. Prior to that, Kenneth Mather Stuzin was a quantitative portfolio strategic asset allocation decisions. Kenneth holds the Charted Financial Analyst designation.  Get more insights on Kenneth Mather Stuzin

  

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

Data for Brown Advisory Growth Equity Instl Fund (BIAGX) as of February 28, 2010

• Brown Advisory Growth Equity Instl Fund (BIAGX) management has been with Brown Advisory Growth Equity Instl Fund for 10.7 years
• Brown Advisory Growth Equity Instl Fund (BIAGX) has good short-term performance (1-year return 62.92% vs 51.46 % Large Growth category average)
• Brown Advisory Growth Equity Instl Fund (BIAGX) has good mid-term performance (3-year return 0.26% vs -3.50 % Large Growth category average)
• Brown Advisory Growth Equity Instl Fund (BIAGX) has good Long-term performance (5-year return 3.90% vs 1.34 % Large Growth category average)
• Brown Advisory Growth Equity Instl Fund (BIAGX) has a Morningstar rating of 4 and above
• Brown Advisory Growth Equity Instl Fund (BIAGX) has an annual stock turnover rate of 70.00% vs Large Growth average of 109.62%. It is good that Brown Advisory Growth Equity Instl management does not trade extensively for its return.
• Brown Advisory Growth Equity Instl Fund (BIAGX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.83, lower than category average of 21.35
• Brown Advisory Growth Equity Instl Fund (BIAGX) has a lower management fee than its Large Growth average: 1.13% vs 1.33%
• Brown Advisory Growth Equity Instl Fund (BIAGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

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

Data for Brown Advisory Growth Equity Instl Fund (BIAGX) as of February 28, 2010

• Brown Advisory Growth Equity Instl Fund is a focused fund with 37.21% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Brown Advisory Growth Equity Instl Fund (BIAGX) ratio of up-years vs down years can be improved

See Brown Advisory Growth Equity Instl Fund (BIAGX) performance details as of February 28, 2010

  

  

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Brown Advisory Growth Equity Instl Fund (BIAGX) Net Asset

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

Date	Net Asset
02/2010	$92.35M
01/2010	$81.65M
11/2009	$78.26M

More historic net asset information on Brown Advisory Growth Equity Instl Fund (BIAGX)

  

Brown Advisory Growth Equity Instl Fund (BIAGX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
11/2009	3.51%	96.49%	0%	0%
08/2009	3.06%	96.93%	0%	0%
05/2009	5.39%	94.61%	0%	0%

Click here to see more historic asset allocation information on Brown Advisory Growth Equity Instl Fund (BIAGX)

  

Most Recent Top 10 Holdings in Brown Advisory Growth Equity Instl Fund (BIAGX)

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

30-Nov-09 ACCENTURE PLC. [4.61%] Costco Wholesale Corporation [4.03%] Apple Inc. [4%] MASTERCARD INC [3.64%] PetSmart, Inc [3.57%] DWS Investors Cash Treasury Prem MMkt [3.51%] Google Inc. [3.51%] SCHLUMBERGER LTD [3.47%] CANADIAN NAT RES [3.44%] Cognizant Technology Solutions [3.43%]

31-Aug-09 Apple Inc. [4.15%] ACCENTURE LTD BERM [4.14%] Costco Wholesale Corporation [3.83%] MILLIPORE CP [3.77%] SCHLUMBERGER LTD [3.7%] MASTERCARD INC [3.57%] Cisco Systems, Inc. [3.53%] IDEXX Laboratories, Inc. [3.52%] Trimble Navigation Limited [3.45%] Intuitive Surgical, Inc. [3.38%]

31-May-09 Investors Cash Trust Treasury Prem MMkt [5.39%] MILLIPORE CP [4.37%] SCHLUMBERGER LTD [4.23%] ACCENTURE PLC. [4.21%] Apple Inc. [3.77%] IDEXX Laboratories, Inc. [3.62%] MASTERCARD INC [3.49%] Citrix Systems, Inc. [3.47%] Trimble Navigation Limited [3.45%] CANADIAN NAT RES [3.44%]

Click here for Stock Holding Change Map in Brown Advisory Growth Equity Instl Fund (BIAGX)

  

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Latest News on Brown Advisory Growth Equity Instl (BIAGX)

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See more information on Brown Advisory Growth Equity Instl Fund (BIAGX)

• Brown Advisory Growth Equity Instl Fund Insights
• Brown Advisory Growth Equity Instl Fund Performance Data
• Brown Advisory Growth Equity Instl Fund News
• Brown Advisory Growth Equity Instl Fund Score Explaination
• Brown Advisory Growth Equity Instl Fund Manager Information
• Historic Brown Advisory Growth Equity Instl Fund Asset Allocation Report
• Historic Brown Advisory Growth Equity Instl Fund Top 10 Holding Tracking
• Historic Brown Advisory Growth Equity Instl Fund Asset Under Management Tracking