Advertisement
Skip to Content

Brown Advisory BeutelGoodmanLg-CpValInst BVALX

Quantitative rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 13.95  /  0.71 %
  • Total Assets 1.6 Bil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.55%
  • Turnover 33%

Morningstar’s Analysis BVALX

Will BVALX outperform in future?

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

Summary

|

Brown Advisory BeutelGoodmanLg-CpValInst’s strong process and parent firm underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

Unlock our full analysis with Morningstar Investor