Morningstar

Brown Advisory Mutual Funds

View all of Brown Advisory’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Brown Advisory Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 7 of 7 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Brown Advisory Beutel GoodmanLg-CpValInvBIAVXMid-Cap Value16.53%110.710%Below AverageNo Load$100
Brown Advisory BeutelGoodmanLg-CpValInstBVALXMid-Cap Value16.69%110.560%LowInstitutional$1.0 Mil
Brown Advisory Mortgage Securities InstlBAFZXIntermediate Government3.39%200.480%AverageInstitutional$1.0 Mil
Brown Advisory Mortgage Securities InvBIAZXIntermediate Government3.34%250.530%AverageNo Load$100
Brown Advisory Tax Exempt Bond InstlBTEIXMuni National Interm—3.24%250.440%Below AverageInstitutional$1.0 Mil
Brown Advisory WMC Strat Eurp Eq InstlBAFHXEurope Stock16.68%11.080%Above AverageInstitutional$1.0 Mil
Brown Advisory WMC Strat Eurp Eq InvBIAHXEurope Stock16.56%21.230%Above AverageNo Load$100

Brown Advisory Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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