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Brown Advisory Growth Equity Inv (BIAGX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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27.45-0.10 (-0.36%)
At close: 08:01PM EDT

Brown Advisory Growth Equity Inv

Baltimore, Maryland 21231

901 S. Bond Street Suite 400

Brown Advisory Incorporated

+1 8005406807
Management Information
Kenneth M. Stuzin,Lead Manager since June 27, 1999
Kenneth M. Stuzin, CFA. Mr. Stuzin is a Partner at Brown Advisory and is responsible for managing the Brown Advisory Large-Cap Growth Strategy. Prior to joining Brown Advisory in 1996, he was a Vice President and Portfolio Manager at J.P. Morgan Investment Management in Los Angeles, where he was a US Large-Cap Portfolio Manager. Prior to this position, Mr. Stuzin was a quantitative portfolio strategist in New York, where he advised clients on capital market issues and strategic asset allocation decisions. Mr. Stuzin is a graduate of Columbia University, receiving a BA in 1986, followed by an MBA from the University in 1993. Mr. Stuzin was hired to manage Brown Advisory’s US Large-Cap Growth Equity strategy and to build upon and grow the investment process into what it is today.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Growth
Fund FamilyBrown Advisory Funds
Net Assets1.24B
YTD Return8.84%
Yield0.00%
Morningstar Rating★★
Inception DateJun 27, 1999

Fund Operations

Last Dividend0.03
Last Cap Gain41.00
Holdings Turnover21.00%
Average for CategoryN/A

Fees & Expenses

ExpenseBIAGXCategory Average
Annual Report Expense Ratio (net)0.84%0.99%
Prospectus Net Expense Ratio0.84%N/A
Prospectus Gross Expense Ratio0.84%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.36%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A