About BIAFX
The Brown Advisory Flexible Equity Fund Investor Shares is an actively managed mutual fund focused on achieving long-term capital growth through a diversified portfolio of equity securities. The fund employs a flexible investment approach, seeking opportunities across the U.S. equity universe in both value and growth stocks, and is not restricted by sector or style. It primarily invests in mid- and large-cap companies that exhibit strong business fundamentals, proven management, and favorable industry dynamics, with an emphasis on firms possessing enduring competitive advantages. Up to 15% of its assets may be allocated to non-U.S. securities, typically via American Depository Receipts, providing some international exposure. The portfolio is moderately concentrated, often holding between 40 and 50 positions, and its largest allocations tend to be in technology, financial services, and consumer-related sectors. With a relatively low expense ratio and moderate turnover, the fund is positioned as a core equity holding for investors seeking a balanced blend of growth and value characteristics within a disciplined, fundamentals-driven framework.
Fund Family Brown Advisory Funds
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol BIAFX
Share Class Investor Shares
Index S&P 500 TR
BIAFX had a total return of 5.35% in the past year, including dividends. Since the fund's
inception, the average annual return has been 16.68%.
