Brown Advisory Strategic Fund One Year Return
Brown Advisory Strategic fundamentals help investors to digest information that contributes to Brown Advisory's financial success or failures. It also enables traders to predict the movement of Brown Mutual Fund. The fundamental analysis module provides a way to measure Brown Advisory's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Brown Advisory mutual fund.
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Brown Advisory Strategic Mutual Fund One Year Return Analysis
Brown Advisory's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
More About One Year Return | All Equity Analysis
One Year Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Brown Advisory One Year Return | (1.04) % |
Most of Brown Advisory's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Brown Advisory Strategic is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
CompetitionBased on the recorded statements, Brown Advisory Strategic has an One Year Return of -1.04%. This is much lower than that of the Brown Advisory Funds family and significantly lower than that of the Short-Term Bond category. The one year return for all United States funds is notably higher than that of the company.
Brown One Year Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Brown Advisory's direct or indirect competition against its One Year Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Brown Advisory could also be used in its relative valuation, which is a method of valuing Brown Advisory by comparing valuation metrics of similar companies.Brown Advisory is third largest fund in one year return among similar funds.
Fund Asset Allocation for Brown Advisory
The fund consists of 78.74% investments in fixed income securities, with the rest of funds allocated in cash and various exotic instruments.Asset allocation divides Brown Advisory's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Brown Fundamentals
| Total Asset | 143.82 M | |||
| One Year Return | (1.04) % | |||
| Three Year Return | 1.48 % | |||
| Five Year Return | 1.59 % | |||
| Net Asset | 143.82 M | |||
| Minimum Initial Investment | 1000 K | |||
| Last Dividend Paid | 0.01 | |||
| Cash Position Weight | 19.12 % | |||
| Bond Positions Weight | 78.74 % |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Check out Trending Equities to better understand how to build diversified portfolios. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in bureau of labor statistics. You can also try the Technical Analysis module to check basic technical indicators and analysis based on most latest market data.
Other Consideration for investing in Brown Mutual Fund
If you are still planning to invest in Brown Advisory Strategic check if it may still be traded through OTC markets such as Pink Sheets or OTC Bulletin Board. You may also purchase it directly from the company, but this is not always possible and may require contacting the company directly. Please note that delisted stocks are often considered to be more risky investments, as they are no longer subject to the same regulatory and reporting requirements as listed stocks. Therefore, it is essential to carefully research the Brown Advisory's history and understand the potential risks before investing.
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