Brown Advisory Small-Cap Fdmtl Val Instl (BAFUX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for BAFUX at this time.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.05%|
Performance & Risk
|5y Avg Return:||24.27%|
|Rank in Category (ytd):||97|
|% Rank in Category (ytd):||13.09%|
|Morningstar Risk Rating:||1|
The investment seeks to achieve long-term capital appreciation.
The fund normally invests at least 80% of the value of its net assets (plus borrowings for investment purposes) in equity securities of small capitalization companies. Equity securities include common stock, preferred stock, equity-equivalent securities such as convertible securities, stock futures contracts, equity options, other investment companies, ADRs, REITs and ETFs, and the Adviser may also invest in private placements in these types of securities. Small companies are companies whose market capitalizations are generally less than $4 billion at the time of purchase. View More