Brown Advisory Fund Quote
| BVALX Fund | USD 16.85 0.06 0.35% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Brown Advisory is trading at 16.85 as of the 27th of November 2024; that is 0.35 percent down since the beginning of the trading day. The fund's open price was 16.91. Brown Advisory has about a 20 % 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 31st of May 2024 and ending today, the 27th of November 2024. Click here to learn more.
Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of the value of its net assets in equity securities of large-cap companies. It seeks to invest in companies at discounts to their business value, which the advisor considers to be the present value of sustainable free cash flow. More on Brown Advisory
Moving together with Brown Mutual Fund
Brown Mutual Fund Highlights
| Fund Concentration | Brown Advisory Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Brown Advisory Funds, Large, Large Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Brown Advisory [BVALX] is traded in USA and was established 27th of November 2024. Brown Advisory is listed under Brown Advisory Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Brown Advisory Funds family. This fund currently has accumulated 366.83 M in assets under management (AUM) with minimum initial investment of 1000 K. Brown Advisory is currently producing year-to-date (YTD) return of 17.39% with the current yeild of 0.02%, while the total return for the last 3 years was 10.45%.
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
| AZO | AutoZone | Stock | Consumer Discretionary | |
| LLY | Eli Lilly and | Stock | Health Care | |
| HOG | Harley Davidson | Stock | Consumer Discretionary | |
| WAB | Westinghouse Air Brake | Stock | Industrials | |
| VZ | Verizon Communications | Stock | Communication Services | |
| PH | Parker Hannifin | Stock | Industrials | |
| ORCL | Oracle | Stock | Information Technology | |
| OMC | Omnicom Group | Stock | Communication Services |
Brown Advisory Risk Profiles
| Mean Deviation | 0.5748 | |||
| Semi Deviation | 0.5883 | |||
| Standard Deviation | 0.7295 | |||
| Variance | 0.5322 |
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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