Brown Advisory Sustainable Fund Quote
| BAWAX Fund | USD 48.88 0.17 0.35% |
Performance5 of 100
| Odds Of DistressLess than 19
|
Brown Advisory is trading at 48.88 as of the 30th of April 2024; that is -0.35% down since the beginning of the trading day. The fund's open price was 49.05. Brown Advisory has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Brown Advisory Sustainable are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of March 2024 and ending today, the 30th of April 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC believes have the fundamental strengths to outperform their peers and deliver above-average earnings growth over a market cycle, effectively implement Sustainable Business Advantages, and have attractive valuations.. More on Brown Advisory Sustainable
Moving together with Brown Mutual Fund
| 0.95 | BAFMX | Brown Advisory Mid | PairCorr |
| 0.92 | BAFLX | Brown Advisory Global | PairCorr |
| 0.98 | BAFGX | Brown Advisory Growth | PairCorr |
| 0.63 | BAFHX | Brown Advisory | PairCorr |
| 0.85 | BAFFX | Brown Advisory Flexible | PairCorr |
| 0.85 | BAFAX | Brown Advisory Flexible | PairCorr |
| 0.98 | BAGAX | Brown Advisory Growth | PairCorr |
Brown Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Brown Advisory's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Brown Advisory or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Brown Advisory Funds, Large Growth Funds, Large Growth, Brown Advisory Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 31st of October 2022 |
| Fiscal Year End | June |
Brown Advisory Sustainable [BAWAX] is traded in USA and was established 30th of April 2024. Brown Advisory is listed under Brown Advisory Funds category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Brown Advisory Funds family. This fund currently has accumulated 7.65 B in assets under management (AUM) with no minimum investment requirementsBrown Advisory Susta is currently producing year-to-date (YTD) return of 4.39%, while the total return for the last 3 years was 6.51%.
Check Brown Advisory Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Brown Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Brown Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Brown Advisory Sustainable Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Brown Advisory Sustainable Mutual Fund Constituents
| FB | Meta Platforms | Stock | Internet Content & Information |
| ECL | Ecolab Inc | Stock | Materials |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology |
| ADI | Analog Devices | Stock | Information Technology |
| AMT | American Tower Corp | Stock | Real Estate |
| AMZN | Amazon Inc | Stock | Consumer Discretionary |
| DHR | Danaher | Stock | Health Care |
Brown Advisory Target Price Odds Analysis
Based on a normal probability distribution, the odds of Brown Advisory jumping above the current price in 90 days from now is about 68.99%. The Brown Advisory Sustainable probability density function shows the probability of Brown Advisory mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1491 suggesting Brown Advisory Sustainable market returns are sensitive to returns on the market. As the market goes up or down, Brown Advisory is expected to follow. Additionally, brown Advisory Sustainable has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Brown Advisory to move above the current price in 90 days from now is about 68.99 (This Brown Advisory Sustainable probability density function shows the probability of Brown Mutual Fund to fall within a particular range of prices over 90 days) .
Brown Advisory Susta Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Brown Advisory market risk premium is the additional return an investor will receive from holding Brown Advisory long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Brown Advisory. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Brown Advisory's alpha and beta are two of the key measurements used to evaluate Brown Advisory's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8226 | |||
| Semi Deviation | 0.8898 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 |
Brown Advisory Against Markets
Picking the right benchmark for Brown Advisory mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Brown Advisory mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Brown Advisory is critical whether you are bullish or bearish towards Brown Advisory Sustainable at a given time. Please also check how Brown Advisory's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Brown Advisory without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Equity ValuationCheck real value of public entities based on technical and fundamental data |
| All Next | Launch Module |
How to buy Brown Mutual Fund?
Before investing in Brown Advisory, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Brown Advisory. To buy Brown Advisory fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Brown Advisory. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Brown Advisory fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Brown Advisory Sustainable fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Brown Advisory Sustainable fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Brown Advisory Sustainable, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Brown Advisory Sustainable?
The danger of trading Brown Advisory Sustainable is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Brown Advisory is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Brown Advisory. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Brown Advisory Susta is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Brown Advisory Sustainable. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Brown Advisory Susta information on this page should be used as a complementary analysis to other Brown Advisory's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.