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Brown Advisory Flexible Equity Inst (BAFFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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39.38+0.08 (+0.20%)
At close: 08:01PM EDT

Brown Advisory Flexible Equity Inst

Baltimore, Maryland 21231

901 S. Bond Street Suite 400

Brown Advisory Incorporated

+1 8005406807
Management information
,Lead manager since 30 October 2017
Maneesh is the portfolio manager for the Flexible Equity strategy. Prior to joining the firm in 2005, he was a strategy consultant at McKinsey & Co., New York. He also worked in Corporate Value Consulting at Standard & Poor’s and in design and development of telecommunication networks at Primus Telecommunications.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Growth
Fund familyBrown Advisory Funds
Net assets861.92M
YTD return7.04%
Yield0.32%
Morningstar rating★★★★
Inception date23 Jan 2007

Fund operations

Last dividend0.12
Last cap gain55.00
Holdings turnover12.00%
Average for categoryN/A

Fees and expenses

ExpenseBAFFXCategory average
Annual report expense ratio (net)0.54%0.99%
Prospectus net expense ratio0.54%N/A
Prospectus gross expense ratio0.54%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.33%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A