Brown Advisory Growth Equity Adv
BrownAdvisory FundsP.O. Box 701Milwaukee, WI 53201
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Phone: 800-540-6807
| Category: | Large Growth | | Fund Family: | Brown Advisory Funds | | Net Assets: | 1.34B | | Year-to-Date Return: | 6.50% | | Yield: | 0.08% | | Morningstar Rating: |  | | Fund Inception Date: | May 17, 2006 |
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Kenneth M. Stuzin
Lead Manager since Jun 27, 1999 | | | Kenneth M. Stuzin, CFA is a Partner at Brown Advisory and is responsible for managing our U.S. large-cap growth portfolios. He is also the portfolio manager for the Brown Advisory Growth Equity Fund (BIAGX). Prior to joining Brown Advisory in 1996, he was a Vice President and Portfolio Manager at J.P. Morgan Investment Management in Los Angeles, where he was a U.S. Large-Cap Portfolio Manager. Prior to this position, Mr. Stuzin was a quantitative Portfolio Strategist in New York, where he advised clients on capital markets issues and strategic asset allocation decisions.
Mr. Stuzin is a graduate of Columbia University, receiving a B.A. in 1986, followed by an M.B.A. from the University in 1993. Ken was hired to manage the firmâs U.S. Large-Cap Growth Equity strategy and to build upon and grow the investment process into what it is today. |
| 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 to achieve capital appreciation by primarily investing in equity securities.
The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have exhibited an above average rate of earnings growth and that have prospects for above average, sustainable growth in the future. Medium and large market capitalization companies are those companies with market capitalizations generally greater than $2 billion at the time of purchase. |
| Last Dividend
(Dec 30, 2012)
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| 0.01 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 58.00% | | Average for Category: | 61.12% |
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| Expense | BAGAX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.10% | 1.24% | | Prospectus Net Expense Ratio: | 1.18% | N/A | | Prospectus Gross Expense Ratio: | 1.18% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | N/A | 5.42% | | Max Deferred Sales Load:
| N/A | 2.40% | | 3 Yr Expense Projection*: | 375 | 579 | | 5 Yr Expense Projection*: | 649 | 913 | | 10 Yr Expense Projection*: | 1,432 | 1,832 |
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0.01(0.06%) May 24