Brown Advisory Flexible Value A
Forum Funds (Brown Advisory) P.O. Box 446 Portland, ME 04112
Map
Phone: 800-540-6807
| Category: | Large Blend | | Fund Family: | Brown Advisory Funds | | Net Assets: | 1.24M | | Year-to-Date Return: | 36.86% | | Yield: | 0.19% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Jan-07 |
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Nina K. Yudell
Lead Manager since
05-May-08 | | | Yudell has 24 years of investment management experience. She was a portfolio manager and/or analyst with ABIM for 16 years and is continuing in the same capacity as a partner at Brown following the combination of the two firms in July 2008. She is also responsible for managing separate accounts managed by the Advisor. Prior to joining ABIM in 1992, she worked for Oppenheimer & Co., Inc. and T. Rowe Price Associates in investment management positions. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund invests in at least 80% of assets in diversified portfolio of equity securities. It may invest in securities that are undervalued. The fund may also invest in foreign securities including depository receipts. |
| Last Dividend
(30-Sep-09):
| 0.01 | | Last Cap Gain
(12-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 16.00% | | Average for Category:
| 78.74% |
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| Expense | BAFVX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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