Brown Advisory Fund Quote
| BAHAX Fund | USD 13.76 0.08 0.58% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Brown Advisory is trading at 13.76 as of the 29th of November 2024; that is 0.58 percent up since the beginning of the trading day. The fund's open price was 13.68. Brown Advisory has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Brown Advisory are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of October 2024 and ending today, the 29th of November 2024. Click here to learn more.
Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80 percent of the value of its net assets in equity securities of companies which are domiciled in or exercise the predominant part of their economic activity in Europe - defined as countries included in the MSCI Europe Index.. More on Brown Advisory
Moving together with Brown Mutual Fund
Moving against Brown Mutual Fund
Brown Mutual Fund Highlights
| Fund Concentration | Brown Advisory Funds, Large Blend Funds, Europe Stock Funds, Europe Stock, Brown Advisory Funds, Large, Europe Stock (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Brown Advisory [BAHAX] is traded in USA and was established 29th of November 2024. Brown Advisory is listed under Brown Advisory Funds category by Fama And French industry classification. The fund is listed under Europe Stock category and is part of Brown Advisory Funds family. This fund currently has accumulated 245.07 M in assets under management (AUM) with no minimum investment requirementsBrown Advisory is currently producing year-to-date (YTD) return of 11.72% with the current yeild of 0.01%, while the total return for the last 3 years was 6.38%.
Check Brown Advisory Probability Of Bankruptcy
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 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 Mutual Fund Constituents
| UBS | UBS Group AG | Stock | Financials | |
| HINKF | Heineken NV | OTC Stock | Beverages—Brewers | |
| ASAZF | ASSA ABLOY AB | Pink Sheet | Security & Protection Services | |
| DSDVF | DSV Panalpina AS | Pink Sheet | Integrated Freight & Logistics | |
| FGZXX | First American Funds | Money Market Fund | US Money Market Fund | |
| HEIA | HEIA | Stock | Industrials | |
| NOVN | Novan Inc | Stock | Health Care | |
| QGEN | Qiagen NV | Stock | Health Care |
Brown Advisory Risk Profiles
| Mean Deviation | 0.6378 | |||
| Standard Deviation | 0.8382 | |||
| Variance | 0.7026 | |||
| Risk Adjusted Performance | (0.08) |
Brown Advisory Against Markets
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.
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Dashboard Portfolio dashboard that provides centralized access to all your investments | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation |