Brown Advisory is trading at 17.55 as of the 2nd of December 2024; that is 0.40 percent up since the beginning of the trading day. The fund's open price was 17.48. Brown Advisory has less than a 16 % 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 Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of October 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The Adviser seeks to achieve the funds investment objective by investing at least 80 percent of the value of its net assets in equity securities of mid-cap domestic companies. The fund invests primarily in companies the Adviser believes possess 3G criteria durable growth, sound governance, and scalable go-to-market strategies. More on Brown Advisory Mid Cap
Brown Advisory Mid Cap [BMIDX] is traded in USA and was established 2nd of December 2024. Brown Advisory is listed under Brown Advisory Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Brown Advisory Funds family. This fund currently has accumulated 96.78 M in assets under management (AUM) with minimum initial investment of 100. Brown Advisory Mid is currently producing year-to-date (YTD) return of 20.95%, while the total return for the last 3 years was 2.29%.
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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 Mid 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 Mid Cap Mutual Fund Constituents
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.