Brown Advisory Flexible Fund Quote
| BAFAX Fund | USD 44.29 0.10 0.23% |
Performance16 of 100
| Odds Of DistressLess than 17
|
Brown Advisory is trading at 44.29 as of the 3rd of December 2024; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 44.19. Brown Advisory has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Brown Advisory Flexible are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 4th of September 2024 and ending today, the 3rd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of the value of its net assets in a diversified portfolio of equity securities. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have strong, or improving, long-term business characteristics and share prices that do not reflect these favorable fundamental attributes. More on Brown Advisory Flexible
Moving together with Brown Mutual Fund
| 0.97 | BAFMX | Brown Advisory Mid | PairCorr |
| 0.8 | BAFLX | Brown Advisory Global | PairCorr |
| 0.98 | BAFGX | Brown Advisory Growth | PairCorr |
| 1.0 | BAFFX | Brown Advisory Flexible | PairCorr |
Moving against Brown Mutual Fund
Brown Mutual Fund Highlights
| Fund Concentration | Brown Advisory Funds, Large Blend Funds, Large Growth Funds, Large Growth, Brown Advisory Funds, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Brown Advisory Flexible [BAFAX] is traded in USA and was established 3rd of December 2024. Brown Advisory is listed under Brown Advisory Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Brown Advisory Funds family. This fund currently has accumulated 707.02 M in assets under management (AUM) with no minimum investment requirementsBrown Advisory Flexible is currently producing year-to-date (YTD) return of 27.75% with the current yeild of 0.0%, while the total return for the last 3 years was 11.24%.
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 Flexible 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 Flexible Mutual Fund Constituents
| WFC | Wells Fargo | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| KMX | CarMax Inc | Stock | Consumer Discretionary |
Brown Advisory Flexible Risk Profiles
| Mean Deviation | 0.5428 | |||
| Semi Deviation | 0.5671 | |||
| Standard Deviation | 0.7614 | |||
| Variance | 0.5797 |
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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