Brown Advisory Mortgage Fund Quote

BAFZX Fund  USD 9.02  0.02  0.22%   

Performance

0 of 100

 
Low
 
High
Very Weak

Odds Of Distress

Less than 44

 
100  
 
Zero
Below Average
Brown Advisory is trading at 9.02 as of the 28th of March 2024; that is -0.22 percent down since the beginning of the trading day. The fund's open price was 9.04. Brown Advisory has about a 44 percent probability of financial distress in the next few years of operation and has generated negative returns over the last 90 days. Equity ratings for Brown Advisory Mortgage are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 7th of June 2022 and ending today, the 28th of March 2024. Click here to learn more.
The fund normally invests at least 80 percent of the value of its net assets in investment grade mortgage-related securities. It invests in securities of various maturities and durations. The fund may invest in derivatives instruments, such as options, futures contracts, including interest rate futures, and options on futures.. More on Brown Advisory Mortgage

Moving together with Brown Mutual Fund

  0.82BIAIX Brown Advisory InterPairCorr
  0.84BIAZX Brown Advisory MortgagePairCorr

Moving against Brown Mutual Fund

  0.51BAFFX Brown Advisory FlexiblePairCorr
  0.51BAFAX Brown Advisory FlexiblePairCorr
  0.5BIAFX Brown Advisory FlexiblePairCorr
  0.5BAGAX Brown Advisory GrowthPairCorr
  0.48BIAWX Brown Advisory SustaPairCorr
  0.47BAFGX Brown Advisory GrowthPairCorr
  0.43BIALX Brown Advisory GlobalPairCorr

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 ConcentrationBrown Advisory Funds, Large Funds, Intermediate Government Funds, Intermediate Government, Brown Advisory Funds (View all Sectors)
Update Date31st of March 2024
Brown Advisory Mortgage [BAFZX] is traded in USA and was established 28th of March 2024. Brown Advisory is listed under Brown Advisory Funds category by Fama And French industry classification. The fund is listed under Intermediate Government category and is part of Brown Advisory Funds family. This fund currently has accumulated 294.96 M in assets under management (AUM) with no minimum investment requirementsBrown Advisory Mortgage is currently producing year-to-date (YTD) return of 4.28% with the current yeild of 0.0%, while the total return for the last 3 years was -2.62%.
Check Brown Advisory Probability Of Bankruptcy

Instrument Allocation

Top Brown Advisory Mortgage Mutual Fund Constituents

FGZXXFirst American FundsMoney Market FundUS Money Market Fund
More Details

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 37.15%. The Brown Advisory Mortgage 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 Brown Advisory has a beta of 0.0445 suggesting as returns on the market go up, Brown Advisory average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Brown Advisory Mortgage will be expected to be much smaller as well. Additionally, brown Advisory Mortgage has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming NYSE Composite.
  Odds Below 9.02HorizonTargetOdds Above 9.02
61.43%90 days
 9.02 
37.15%
Based on a normal probability distribution, the odds of Brown Advisory to move above the current price in 90 days from now is about 37.15 (This Brown Advisory Mortgage probability density function shows the probability of Brown Mutual Fund to fall within a particular range of prices over 90 days) .

Brown Advisory Top Holders

BAIAXBrown Advisory IntermediateMutual FundShort-Term Bond
BIAIXBrown Advisory IntermediateMutual FundShort-Term Bond
More Details

Brown Advisory Mortgage 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.

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 Mortgage 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?

Run Portfolio Dashboard Now

   

Portfolio Dashboard

Portfolio dashboard that provides centralized access to all your investments
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 Mortgage 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 Mortgage 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 Mortgage, 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 Mortgage?

The danger of trading Brown Advisory Mortgage 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 Mortgage 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 Mortgage. 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 Mortgage 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.

Complementary Tools for Brown Mutual Fund analysis

When running Brown Advisory's price analysis, check to measure Brown Advisory's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brown Advisory is operating at the current time. Most of Brown Advisory's value examination focuses on studying past and present price action to predict the probability of Brown Advisory's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Brown Advisory's price. Additionally, you may evaluate how the addition of Brown Advisory to your portfolios can decrease your overall portfolio volatility.
Idea Analyzer
Analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas
Fundamental Analysis
View fundamental data based on most recent published financial statements
Idea Breakdown
Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes
Pair Correlation
Compare performance and examine fundamental relationship between any two equity instruments
Companies Directory
Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance
Instant Ratings
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance
Premium Stories
Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope
Price Exposure Probability
Analyze equity upside and downside potential for a given time horizon across multiple markets
Volatility Analysis
Get historical volatility and risk analysis based on latest market data
Please note, there is a significant difference between Brown Advisory's value and its price as these two are different measures arrived at by different means. Investors typically determine if Brown Advisory is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brown Advisory's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.