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Morningstar

Brown Advisory Small-Cap Growth Inv BIASX

Morningstar Analyst Rating
Quantitative rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 21.67  /  1.23 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.110%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.00
  • Turnover 27%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:31 PM GMT+00:00

Morningstar’s Analysis BIASX

Will BIASX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BIASX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BIASX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of BIASX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A strong management team and sound investment process underpin Brown Advisory Small-Cap Growth Inv's Morningstar Quantitative Rating of Silver. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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