About BAFGX
The Brown Advisory Growth Equity Fund Institutional Shares is a U.S.-domiciled mutual fund focused on achieving long-term capital appreciation through investment in equities. This fund specializes in large-cap growth stocks, predominantly targeting domestic companies with robust business models and prospects for above-average, sustainable earnings growth. Utilizing a bottom-up research approach, the fund manager selects a concentrated portfolio of fundamentally sound companies with enduring market positions, intending to hold investments over multi-year periods. While the primary focus is on U.S. equities, the fund may allocate up to 15% of assets to non-U.S. securities via American Depository Receipts. Key sectors represented in the portfolio include technology, consumer discretionary, healthcare, and financial services, often holding industry-leading firms such as Amazon, Microsoft, NVIDIA, and Costco. The fund is recognized for its lower-than-average expense ratio in its category, institutional share class structure, and a disciplined, research-driven investment process. Its purpose is to offer investors exposure to companies expected to deliver sustained earnings growth, playing a significant role in growth-oriented investment strategies within the mutual fund market.
Fund Family Brown Advisory Funds
Category Large Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol BAFGX
Share Class Institutional Shares
Index Russell 1000 Growth TR
BAFGX had a total return of 8.11% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.19%.
