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Morningstar

Brown Advisory BeutelGoodmanLg-CpValInst BVALX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:07 PM GMT+00:00

Morningstar’s Analysis BVALX

Will BVALX 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 BVALX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the BVALX 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 BVALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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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.

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