Brown Advisory Global Leaders Instl (BAFLX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Brown Advisory Global Leaders Instl
Baltimore, Maryland 21231
901 S. Bond Street Suite 400
Brown Advisory Incorporated
+1 8005406807
Management information
,Lead manager since 11 May 2016
Bertie is a portfolio manager within the global equity team. Prior to joining Brown Advisory in October 2015, Bertie spent 13 years at Aberdeen Asset Management where he was most recently a Senior Investment Manager in the pan-European equity team.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Growth
Fund familyBrown Advisory Funds
Net assets1.88B
YTD return8.00%
Yield0.49%
Morningstar rating★★★★
Inception date30 Jun 2015
Fund operations
Last dividend0.13
Last cap gain23.00
Holdings turnover19.00%
Average for categoryN/A
Fees and expenses
ExpenseBAFLXCategory average
Annual report expense ratio (net)0.92%1.12%
Prospectus net expense ratio0.92%N/A
Prospectus gross expense ratio0.92%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.37%
Max deferred sales loadN/A1.26%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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