Brown Advisory Funds Fund Family Report
 | 

  • Select a Fund Family
  • Performance
    12-31-18

    Total ReturnCategory Average
    Total Return3.940.8422.66-5.91--
    Category Average2.396.0521.26-6.874.47
    Assets for Each Yr*9.028.159.457.897.89
    *billions

    Trailing Returns %
    12-31-18

      YTD 3 Year 5 Year    
    Fund Family -5.91 5.19 5.30

    Key Stats
    12-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $7,892 mil $100 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 62.86 1.00 Average
    International Stock 2.1 15.88 1.27 Average
    Municipal Bond 3.1 10.16 0.49 Very Low
    Taxable Bond 3.4 11.11 0.60 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    01-18-19

      Sector YTD Return % % Net Assets  
    Microsoft Corp* Technology 6.05 1.44
    Amazon.com Inc* Consumer Cyclical 12.93 1.41
    Intuit Inc* Technology 8.88 1.19
    Thermo Fisher Scientific Inc* Healthcare 7.54 1.17
    Alphabet Inc Class C* Technology 6.05 1.04
    Salesforce.com Inc* Technology 11.35 1.02
    Zoetis Inc Class A* Healthcare -0.92 1.00
    Edwards Lifesciences Corp* Healthcare 9.95 0.99
    PayPal Holdings Inc* Financial Services 8.36 0.96
    Fortive Corp* Technology 7.94 0.91
    Adobe Inc* Technology 9.40 0.89
    Intuitive Surgical Inc* Healthcare 13.29 0.89
    SBA Communications Corp* Communication Services 6.89 0.85
    Booking Holdings Inc* Consumer Cyclical 2.20 0.84
    Autodesk Inc* Technology 10.20 0.82
    Roper Technologies Inc* Industrials 6.00 0.77
    Sherwin-Williams Co* Basic Materials 1.29 0.76
    DexCom Inc* Healthcare 24.81 0.69
    The Estee Lauder Companies Inc C* Consumer Defensive -1.97 0.68
    Electronic Arts Inc* Technology 17.25 0.66

    Best 5-Year Relative Performance | More
    01-18-19

    Worst 5-Year Relative Performance | More
    01-18-19

    Lowest Expenses | More
    01-18-19

    Highest Expenses | More
    01-18-19

    Longest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Brown Advisory Growt Kenneth M. Stuzin 19.60
    Brown Advisory Sm-Cp J. David Schuster 10.10
    Brown Advisory Inter Paul D. Corbin 9.60
    Brown Advisory Equit Brian E. Graney 7.10
    Brown Advisory Small Christopher A. Berri 7.00

    Shortest Manager Tenure | More
    01-18-19

    Fund Name   Manager Name Avg Manager Tenure  
    Brown Advisory Beute Rui Cardoso 0.90
    Brown Advisory Susta Thomas D.D. Graff 1.30
    Brown Advisory Mid-C Christopher A. Berri 1.40
    Brown Advisory Maryl Stephen M. Shutz 2.70
    Brown Advisory WMC J Gregg R. Thomas 3.00