Brown Advisory Small Cap Fund Quote
| BAUAX Fund | USD 35.29 0.47 1.35% |
Performance7 of 100
| Odds Of DistressLess than 19
|
Brown Advisory is trading at 35.29 as of the 23rd of November 2024; that is 1.35 percent up since the beginning of the trading day. The fund's open price was 34.82. Brown Advisory has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Brown Advisory Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of December 2023 and ending today, the 23rd of November 2024. Click here to learn more.
The fund normally invests at least 80 percent of the value of its net assets in equity securities of small capitalization companies. Equity securities include common stock, preferred stock, equity-equivalent securities such as convertible securities, stock futures contracts, equity options, other investment companies, ADRs, REITs and ETFs, and the Adviser may also invest in private placements in these types of securities. More on Brown Advisory Small Cap
Moving together with Brown Mutual Fund
| 0.84 | BAFMX | Brown Advisory Mid | PairCorr |
| 0.71 | BAFLX | Brown Advisory Global | PairCorr |
| 0.87 | BAFGX | Brown Advisory Growth | PairCorr |
| 0.9 | BAFFX | Brown Advisory Flexible | PairCorr |
| 0.9 | BAFAX | Brown Advisory Flexible | PairCorr |
Moving against Brown Mutual Fund
Brown Mutual Fund Highlights
| Fund Concentration | Brown Advisory Funds, Large Funds, Small Blend Funds, Small Blend, Brown Advisory Funds, Large, Small Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Brown Advisory Small Cap [BAUAX] is traded in USA and was established 23rd of November 2024. Brown Advisory is listed under Brown Advisory Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Brown Advisory Funds family. This fund currently has accumulated 1.18 B in assets under management (AUM) with no minimum investment requirementsBrown Advisory Small is currently producing year-to-date (YTD) return of 16.66% with the current yeild of 0.0%, while the total return for the last 3 years was 7.09%.
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 Small Cap 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 Small Cap Mutual Fund Constituents
| VRTS | Virtus Investment Partners, | Stock | Financials | |
| PPBI | Pacific Premier Bancorp | Stock | Financials | |
| MRC | MRC Global | Stock | Industrials | |
| LNGG | Listed Funds Trust | Etf | Equity Energy | |
| SSD | Simpson Manufacturing | Stock | Industrials | |
| CHX | ChampionX | Stock | Energy | |
| NGVT | Ingevity Corp | Stock | Materials | |
| AIZ | Assurant | Stock | Financials |
Brown Advisory Small Risk Profiles
| Mean Deviation | 0.9386 | |||
| Semi Deviation | 0.735 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.89 |
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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