Brandywine (BRWIX) Fund Ranking and Research

Ranking, Research and Recommendation of Brandywine (BRWIX) Fund

Last Trade: $27.10 on 5/24/2013, Change: -0.06 (-0.22%)

 

Fund Manager - William D'Alonzo

Fund Manager Information

Fund Manager Tenure: 27.5 years
Fund Family: Brandywine
Fund Category: Mid-Cap Growth
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: D (Score: 0.4)     (What does this score mean?)

 

Brandywine Fund (BRWIX) Profile

Fund Profile and Description

Brandywine Fund seeks long-term capital appreciation. Brandywine Fund normally invests in common stocks of U.S. companies and in equity securities of foreign issuers, usually those which are publicly traded in the United States either directly or through American Depositary Receipts ("ADRs"). It invests in companies in a broad range of industries but generally focuses on companies whose earnings are growing by at least 20% per year and whose stocks sell at reasonable price-to-earnings ratios. Brandywine Fund targets fundamentally sound companies of all sizes that are experiencing a positive change.

 

 What we like about Brandywine (BRWIX) Fund

Data for Brandywine Fund (BRWIX) as of Feb 27, 2013

• Brandywine Fund (BRWIX) management has been with Brandywine Fund for 27.5 years
• Brandywine Fund (BRWIX) ratio of up-years vs down years is greater than 2
• Brandywine Fund (BRWIX) has a lower expense ratio than its Mid-Cap Growth average: 1.08% vs 1.36%
• Brandywine Fund (BRWIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about Brandywine (BRWIX) Fund

Data for Brandywine Fund (BRWIX) as of Feb 27, 2013

• Brandywine Fund (BRWIX) has a less-than-ideal short-term performance (1-year return -1.57% vs 9.85% Mid-Cap Growth category median performance)
• Brandywine Fund (BRWIX) has a less-than-ideal mid-term performance (3-year return 5.08% vs 13.93% Mid-Cap Growth category median performance)
• Brandywine Fund (BRWIX) has a less-than-ideal Long-term performance (5-year return -4.52% vs 5.23% Mid-Cap Growth category median performance)
• Brandywine Fund (BRWIX) has a Morningstar rating of 3 and below
• Brandywine Fund (BRWIX) is less safe compared to its Mid-Cap Growth peers
• Brandywine Fund (BRWIX) has an annual stock turnover rate of 256.00% that is higher than the Mid-Cap Growth average of 73.26%. This could mean Brandywine is more nimble, but also signal potential high tax impact and high trading fees
• Brandywine Fund (BRWIX) does not have a good risk adjusted return as its 3-year Alpha of -10.49 is worse than category average of -1.18, and its 3-year Sharpe ratio is 0.34
• Brandywine Fund (BRWIX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.06 that is higher than category average of 18.24
• Asset base in Brandywine Fund (BRWIX) has been consistently decreasing in the last 2 months. It shows lacks of investor confidence and market support

See Brandywine Fund (BRWIX) performance details as of Feb 27, 2013

 

Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
Brandywine	6.69	-1.57	5.08	-4.52
Akre Focus Inst (AKRIX)	6.30	14.08	17.94	0	Compare
Baron Growth Instl (BGRIX)	9.30	19.46	17.12	7.74	Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)	9.09	14.93	17.45	11.08	Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETF	Year to Date	One Year	Three Year
First Trust Mid Cap Growth Alph (FNY)	8.43%	9.95%	0
iShares Morningstar Mid Growth Index (JKH)	7.27%	9.47%	15.06%
Rydex S&P Midcap 400 Pure Growth (RFG)	5.59%	9.13%	18.21%
PowerShares Dynamic OTC (PWO)	7.82%	6.16%	9.11%
First Trust Value Line 100 ETF (FVL)	8.14%	5.75%	12.04%

 

Brandywine (BRWIX) Fund Net Asset

Track net asset change of Brandywine fund (BRWIX)

Date	Net Asset
02/2013	$827.70M
01/2013	$858.16M
12/2012	$912.51M

More historic net asset information on Brandywine Fund (BRWIX)

  

Brandywine (BRWIX) Fund Portfolio Allocation

Track portfolio allocation change of Brandywine fund (BRWIX)

Date	Cash	Stock	Bond	Other
12/2012	2.15%	97.85%	0%	0%
09/2012	1.87%	98.13%	0%	0%
06/2012	3.75%	96.25%	0%	0%

Click here to see more historic asset allocation information on Brandywine Fund (BRWIX)

 

Top 10 Holdings in Brandywine (BRWIX) Fund

Discover what Brandywine Fund (BRWIX) manager is buying

Dec 31, 2012 Lennar Corporation Class A Comm [4.27%] Weyerhaeuser Company Common Sto [3.36%] QUALCOMM Incorporated [3.12%] Nuance Communications, Inc. [2.9%] Solarwinds, Inc. Common Stock [2.69%] Celgene Corporation [2.68%] Westinghouse Air Brake Technolo [2.65%] Yahoo! Inc. [2.64%] Microsoft Corporation [2.51%] Watson Pharmaceuticals, Inc. Co [2.5%]

Sep 30, 2012 Apple Inc. [8.99%] Visa Inc. [2.73%] QUALCOMM Incorporated [2.72%] Omnicare, Inc. Common Stock [2.49%] Nuance Communications, Inc. [2.47%] Monsanto Company Common Stock [2.41%] Red Hat, Inc. Common Stock [2.4%] American Eagle Outfitters, Inc. [2.4%] Footlocker Inc. [2.31%] Celgene Corporation [2.28%]

Jun 30, 2012 Apple Inc. [8.07%] Westinghouse Air Brake Technolo [3.15%] Camden Property Trust Common St [2.93%] Express Scripts Holding Company [2.76%] Robert Half International Inc. [2.65%] American Eagle Outfitters, Inc. [2.61%] Church & Dwight Company, Inc. C [2.61%] Visa Inc. [2.58%] QUALCOMM Incorporated [2.51%] Nuance Communications, Inc. [2.47%]

Click here for Stock Holding Change Map in Brandywine Fund (BRWIX)

  

Latest News on Brandywine (BRWIX) Fund

See what is happening with Brandywine Fund (BRWIX)

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Popular pages on Brandywine (BRWIX) Fund

• Brandywine (BRWIX) Fund Research and Recommendation
• Brandywine (BRWIX) Fund Performance Data
• Brandywine (BRWIX) Fund Manager Information
• Historic Brandywine (BRWIX) Fund Asset Allocation Report
• Historic Brandywine (BRWIX) Fund Top 10 Holding Tracking
• Historic Brandywine (BRWIX) Fund Asset Under Management Tracking