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Brown Advisory Opportunity Inv (BIAOX)

22.60 Down 0.07(0.31%) Jul 21
Prev Close:22.60
YTD Return*:1.95%
Net Assets*:11.70M
Yield*:N/A

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Top Holdings

Symbol% AssetsYTD Return %
AAPL3.4317.82
QCOM2.638.42
SUSS2.4723.65
SLB2.2831.67
CLB2.03-12.18

Fund Basics

Morningstar Overall Rating:
Total Assets:11.7M
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.50%

Performance & Risk

YTD Return:1.95%
5y Avg Return:19.69%
Rank in Category (ytd):77
% Rank in Category (ytd):10.05%
Beta (3y):1.21
Morningstar Risk Rating:3

Fund Summary

The investment seeks to achieve long-term capital appreciation. The fund invests primarily in a diversified portfolio of equity securities. The Adviser selects equity securities of "high quality companies" that the Adviser believes have significant market opportunities where the companies are leaders or potential leaders in their respective industries, market proprietary products and services or are engaged in new product development and product cycle leadership that sustains a strong brand franchise. It may invest up to 20% of its net assets in foreign securities, including in emerging markets. View More
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