Brown Advisory Core International Instl
Forum Funds (Brown Advisory) P.O. Box 446 Portland, ME 04112
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Phone: 800-540-6807
| Category: | Foreign Large Blend | | Fund Family: | Brown Advisory Funds | | Net Assets: | 112.34M | | Year-to-Date Return: | 18.03% | | Yield: | 1.29% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Jan-03 |
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Remi J. Browne
Lead Manager since
03-Dec-07 | | | Browne is managing director for Munder's International Equity Team. He is also lead manager of Munder's international core equity discipline, a member of the team managing international small cap equity discipline, and lead analyst of the financials sector for the international team. Prior to joining Munder in August 2007, Browne was a senior vice president and portfolio manager for The Boston Company (including its predecessor firms), where he led an international equity team for 11 years. |
| 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 maximum long-term total return consistent with reasonable risk to principal. The fund normally invests at least 80% of the value of net assets in equity securities of small, medium and large size companies located outside of the United States. It may also invest in emerging or developing markets. The fund invests in a minimum of four countries including the United States. It may also invest in futures contracts, including equity index futures contracts based primarily on the indices of countries. |
| Last Dividend
(30-Sep-09):
| 0.06 | | Last Cap Gain
(10-Dec-08):
| 2.86 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 95.24% |
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| Expense | BIANX | Category
Avg | | Total Expense Ratio: | 1.39%
| 1.43% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.70% | | 3 Yr Expense Projection*: |
$ 440 | $699 | | 5 Yr Expense Projection*: |
$ 761 | $1,068 | | 10 Yr Expense Projection*: |
$ 1,669 | $2,131 |
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0.34% Nasdaq 0.00%
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