Brown Advisory Fund Quote

BAQAX Fund  USD 12.00  0.04  0.33%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Brown Advisory is trading at 12.00 as of the 22nd of November 2024; that is 0.33 percent down since the beginning of the trading day. The fund's open price was 12.04. Brown Advisory has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Brown Advisory are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of December 2022 and ending today, the 22nd of November 2024. Click here to learn more.
The fund invests at least 80 percent of the value of its net assets in equity securities issued by companies that are established or operating in emerging market countries. These will consist of companies in emerging market countries in Latin America, Asia, Eastern Europe, Africa, and the Middle East. More on Brown Advisory

Brown Mutual Fund Highlights

Fund ConcentrationBrown Advisory Funds, Large Blend Funds, Diversified Emerging Mkts Funds, Diversified Emerging Mkts, Brown Advisory Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date31st of October 2022
Fiscal Year EndJune
Brown Advisory [BAQAX] is traded in USA and was established 22nd of November 2024. Brown Advisory is listed under Brown Advisory Funds category by Fama And French industry classification. The fund is listed under Diversified Emerging Mkts category and is part of Brown Advisory Funds family. This fund currently has accumulated 539.07 M in assets under management (AUM) with no minimum investment requirementsBrown Advisory is currently producing year-to-date (YTD) return of 9.42% with the current yeild of 0.01%, while the total return for the last 3 years was -0.42%.
Check Brown Advisory Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Brown Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Brown Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Brown Advisory Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Brown Advisory Mutual Fund Constituents

AAXJiShares MSCI AllEtfPacific/Asia ex-Japan Stk
BABAAlibaba Group HoldingStockConsumer Discretionary
BIDUBaidu IncStockCommunication Services
CTSHCognizant Technology SolutionsStockInformation Technology
FGZXXFirst American FundsMoney Market FundUS Money Market Fund
OTPBFOTP Bank NyrtPink SheetUS Pink Sheet
PWZYFPowszechny Zaklad UbezpieczenOTC StockUS OTC Stock
ROSNRosinbombPink SheetSpecialty Industrial Machinery
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Brown Advisory Risk Profiles

Brown Advisory Against Markets

Other Information on Investing in Brown Mutual Fund

Brown Advisory financial ratios help investors to determine whether Brown Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Brown with respect to the benefits of owning Brown Advisory security.
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