Brown Advisory Small-Cap Growth I
Forum Funds (Brown Advisory) P.O. Box 446 Portland, ME 04112
Map
Phone: 800-540-6807
| Category: | Small Growth | | Fund Family: | Brown Advisory Funds | | Net Assets: | 130.93M | | Year-to-Date Return: | 32.30% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jun-99 |
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Christopher A. Berrier
Lead Manager since
30-Sep-05 | | | Berrier has been a member of Brown's senior management and co-chairman of Brown's Small-Cap Equity Team since September 2005. Prior to joining the firm in 2005, he spent over five years as a senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalization growth companies across several mutual funds. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to achieve capital appreciation. The fund invests at least 80% of net assets in equity securities of small domestic companies.The Advisor conducts an in-depth analysis of a company?s fundamentals to identify those companies it believes have the potential to grow in earnings at an above average rate annually. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(10-Dec-08):
| 0.36 | | Annual Holdings Turnover
| 90.00% | | Average for Category:
| 133.38% |
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| Expense | BIASX | Category
Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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0.01% Nasdaq 
1.12%
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