Morningstar

Brown Advisory Mid-Cap Growth Investor BMIDX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 16.10  /  +0.69 %
  • Total Assets 98.4 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.00
  • Turnover 63%

USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0

Morningstar’s Analysis BMIDX

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

  • People Pillar

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

A sound investment process and strong management team underpin Brown Advisory Mid-Cap Growth Investor's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BMIDX

More BMIDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Marvell Technology Inc

3.78 3.7 Mil
Technology

Waste Connections Inc

3.21 3.1 Mil
Industrials

Cheniere Energy Inc

3.04 3.0 Mil
Energy

Equifax Inc

2.91 2.8 Mil
Industrials

Fair Isaac Corp

2.76 2.7 Mil
Technology

First American Government Obligs Z

2.74 2.7 Mil
Cash and Equivalents

Verisk Analytics Inc

2.74 2.7 Mil
Industrials

Gartner Inc

2.68 2.6 Mil
Technology

CoStar Group Inc

2.65 2.6 Mil
Real Estate

Veeva Systems Inc Class A

2.56 2.5 Mil
Healthcare

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