Brown Advisory Funds Fund Family Report
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  • Performance
    03-31-18

    Total ReturnCategory Average
    Total Return6.933.900.4622.891.27
    Category Average5.212.076.0421.510.48
    Assets for Each Yr*6.799.228.329.7410.49
    *billions

    Trailing Returns %
    03-31-18

      YTD 3 Year 5 Year    
    Fund Family 1.27 7.36 9.81

    Key Stats
    03-31-18

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $10,491 mil $100 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.0 50.25 1.00 Average
    International Stock 2.3 37.29 1.33 Average
    Municipal Bond 4.5 5.19 0.49 Very Low
    Taxable Bond 3.6 7.26 0.61 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    04-20-18

      Sector YTD Return % % Net Assets  
    Visa Inc Class A* Financial Services 9.11 1.22
    Amazon.com Inc* Consumer Cyclical 30.61 1.02
    Adobe Systems Inc* Technology 28.53 0.86
    Intuit Inc* Technology 13.39 0.85
    Alphabet Inc C* Technology 2.54 0.84
    Zoetis Inc* Healthcare 18.96 0.84
    Salesforce.com Inc* Technology 20.14 0.80
    Facebook Inc A* Technology -5.77 0.79
    Danaher Corp* Healthcare 9.35 0.78
    Fortive Corp* Technology 6.16 0.75
    PayPal Holdings Inc* Financial Services 6.94 0.75
    Thermo Fisher Scientific Inc* Healthcare 13.79 0.75
    Booking Holdings Inc* Consumer Cyclical 22.65 0.74
    Intuitive Surgical Inc* Healthcare 25.03 0.71
    The Estee Lauder Companies Inc C* Consumer Defensive 17.19 0.66
    Edwards Lifesciences Corp* Healthcare 21.63 0.65
    Roper Technologies Inc* Industrials 9.25 0.65
    SBA Communications Corp* Communication Services 1.43 0.65
    TJX Companies Inc* Consumer Cyclical 8.28 0.55
    Amphenol Corp Class A* Technology -2.73 0.55

    Best 5-Year Relative Performance | More
    04-20-18

    Worst 5-Year Relative Performance | More
    04-20-18

    Lowest Expenses | More
    04-20-18

    Highest Expenses | More
    04-20-18

    Longest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Brown Advisory Growt Kenneth M. Stuzin 18.80
    Brown Advisory Sm-Cp J. David Schuster 9.30
    Brown Advisory Inter Paul D. Corbin 7.00
    Brown Advisory Equit Brian E. Graney 6.30
    Brown Advisory Small Christopher A. Berri 6.20

    Shortest Manager Tenure | More
    04-20-18

    Fund Name   Manager Name Avg Manager Tenure  
    Brown Advisory Beute Rui Cardoso 0.20
    Brown Advisory Mid-C Christopher A. Berri 0.60
    Brown Advisory Susta Thomas D.D. Graff 0.60
    Brown Advisory Maryl Stephen M. Shutz 2.00
    Brown Advisory Globa Michael Dillon 2.40