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.
- NAV / 1-Day Return 13.95 / 0.71 %
- Total Assets 1.6 Bil
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Adj. Expense Ratio
- 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?
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