Brown Advisory Funds Fund Family Report
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  • Performance
    04-30-19

    Total ReturnCategory Average
    Total Return2.304.2721.97-3.9817.52
    Category Average0.025.8320.75-5.8415.77
    Assets for Each Yr*6.806.778.367.619.68
    *billions

    Trailing Returns %
    04-30-19

      YTD 3 Year 5 Year    
    Fund Family 17.52 12.50 9.31

    Key Stats
    04-30-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $9,675 mil $100 0.00 100.00
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 3.8 68.98 0.97 Average
    International Stock 3.4 10.62 1.23 Average
    Municipal Bond 3.1 10.53 0.48 Very Low
    Taxable Bond 3.3 6.40 0.62 Below Avg
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    05-16-19

      Sector YTD Return % % Net Assets  
    Autodesk Inc* Technology 37.38 1.15
    SBA Communications Corp* Communication Services 31.14 0.87
    Zoetis Inc Class A* Healthcare 20.71 0.87
    Booking Holdings Inc* Consumer Cyclical 4.70 0.78
    BWX Technologies Inc* Industrials 28.96 0.63
    Brown-Forman Corp Class B* Consumer Defensive 10.29 0.55
    GCI Liberty Inc A* Communication Services 47.45 0.55
    UnitedHealth Group Inc* Healthcare -4.59 0.54
    Bright Horizons Family Solutions* Consumer Cyclical 20.42 0.49
    Mimecast Ltd* Technology 39.55 0.47
    Verisk Analytics Inc* Industrials 30.58 0.43
    Albany International Corp* Consumer Cyclical 17.48 0.38
    Extended Stay America Inc* Consumer Cyclical 20.26 0.37
    Marriott International Inc Class* Consumer Cyclical 22.44 0.34
    Maximus Inc* Industrials 11.77 0.31
    Fleetcor Technologies Inc* Industrials 45.99 0.31
    Monolithic Power Systems Inc* Technology 11.10 0.31
    Virtus Investment Partners Inc* Financial Services 48.67 0.30
    Nordson Corp* Industrials 16.14 0.30
    Mettler-Toledo International Inc* Healthcare 31.72 0.29

    Best 5-Year Relative Performance | More
    05-16-19

    Worst 5-Year Relative Performance | More
    05-16-19

    Lowest Expenses | More
    05-16-19

    Highest Expenses | More
    05-16-19

    Longest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Brown Advisory Growt Kenneth M. Stuzin 19.90
    Brown Advisory Sm-Cp J. David Schuster 10.40
    Brown Advisory Inter Paul D. Corbin 10.00
    Brown Advisory Equit Brian E. Graney 7.40
    Brown Advisory Small Christopher A. Berri 7.30

    Shortest Manager Tenure | More
    05-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    Brown Advisory Beute Rui Cardoso 1.30
    Brown Advisory Mid-C Christopher A. Berri 1.70
    Brown Advisory Susta Thomas D.D. Graff 1.70
    Brown Advisory Emger Edward Lam 2.00
    Brown Advisory Maryl Stephen M. Shutz 3.00