Brown Advisory Small-Cap Growth D
Forum Funds (Brown Advisory) P.O. Box 446 Portland, ME 04112
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Phone: 800-540-6807
| Category: | Small Growth | | Fund Family: | Brown Advisory Funds | | Net Assets: | 7.65M | | Year-to-Date Return: | 27.77% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Sep-02 |
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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: | $2,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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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:
| 132.21% |
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| Expense | BIAAX | Category
Avg | | Total Expense Ratio: | 1.67%
| 1.61% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 526 | $680 | | 5 Yr Expense Projection*: |
$ 907 | $1,078 | | 10 Yr Expense Projection*: |
$ 1,976 | $2,174 |
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0.34% Nasdaq 0.00%
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