Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Shares

 (MUTF:BVALX)   Watch this mutual fund  
Find more results for BVALX

Performance

Trailing returns

1 day   +0.20%
   
1 week   -  
4 week   -  
3 month   -  
YTD   -  
1 year   -  
3 years*   -  
5 years*   -  
*annualized

Morningstar statistics

Morningstar category: Large Value

Key statistics

Total assets 
Front load-  
Deferred load-  
Expense ratio0.71%  
Management fee-  
Fund familyBrown Advisory Funds 

Purchase information

Initial$1,000,000  
Additional$100  
10.07+0.05(0.50%)
Feb 15, 7:00PM EST

Description

The investment seeks to achieve capital appreciation. Under normal conditions, the fund seeks to achieve its investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of large-cap companies. It seeks to invest in companies at discounts to their business value, which the advisor considers to be the present value of sustainable free cash flow. The fund may invest up to 20% of its net assets in foreign securities. It is non-diversified.
Fund filings (PDF) »
Asset managers:
Glenn Fortin (Started: Feb 13, 2018)
Rui Cardoso (Started: Feb 13, 2018)
Advisor Company:
Brown Advisory LLC
Fund family reports on Morningstar »
Brown Advisory Incorporated, 901 S. Bond Street Suite 400, Baltimore, Maryland 21231, USA

Risk