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 Mutual Funds List

1 to 25 of 43 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Brown Advisory Tax Exempt Bond Fund Institutional SharesBTEIXMuni National Interm—−2.25%200.410%Below AverageInstitutional$1M
Brown Advisory Tax Exempt Bond Fund Investor SharesBIAEXMuni National Interm—−2.28%220.460%Below AverageNo Load$100
Brown Advisory Maryland Bond Fund Investor SharesBIAMXMuni Single State Interm—−2.59%120.490%AverageNo Load$100
Brown Advisory WMC Strategic European Equity Fund Institutional SharesBAFHXEurope Stock
−0.95%961.050%HighInstitutional$1M
Brown Advisory WMC Strategic European Equity Fund Investor SharesBIAHXEurope Stock
−1.06%971.200%Above AverageNo Load$100
Brown Advisory Mortgage Securities Fund Investor SharesBIAZXGovernment Mortgage-Backed Bond
−3.50%640.510%AverageNo Load$100
Brown Advisory WMC Strategic European Equity Fund Advisor SharesBAHAXEurope Stock
−1.25%981.450%HighNo Load$100
Brown Advisory Mortgage Securities Fund Institutional SharesBAFZXGovernment Mortgage-Backed Bond
−3.47%600.460%AverageInstitutional$1M
Brown Advisory Small-Cap Growth Fund Investor SharesBIASXSmall Growth
14.15%351.110%AverageNo Load$100
Brown Advisory Emerging Markets Select Fund Advisor SharesBAQAXDiversified Emerging Mkts
17.66%751.500%HighNo Load$100
Brown Advisory Sustainable Value Fund Investor SharesBISVXLarge Value
8.27%780.860%AverageNo Load$100
Brown Advisory Global Leaders Fund Investor SharesBIALXGlobal Large-Stock Growth
−2.16%880.910%AverageNo Load$100
Brown Advisory Sustainable Value Fund Institutional SharesBASVXLarge Value
8.39%770.710%AverageInstitutional$1M
Brown Advisory Flexible Equity Fund Institutional SharesBAFFXLarge Blend
9.29%750.520%Below AverageInstitutional$1M
Brown Advisory Flexible Equity Fund Advisor SharesBAFAXLarge Blend
8.97%780.920%Above AverageNo Load$100
Brown Advisory Emerging Markets Select Fund Investor SharesBIAQXDiversified Emerging Mkts
17.92%751.250%Above AverageNo Load$100
Brown Advisory Small-Cap Growth Fund Institutional SharesBAFSXSmall Growth
14.25%340.960%Above AverageInstitutional$1M
Brown Advisory - Beutel Goodman Large-Cap Value Fund Investor SharesBIAVXMid-Cap Value
11.68%520.700%Below AverageNo Load$100
Brown Advisory Small-Cap Fundamental Value Fund Institutional SharesBAUUXSmall Blend
14.40%540.960%Above AverageInstitutional$1M
Brown Advisory Small-Cap Fundamental Value Fund Investor SharesBIAUXSmall Blend
14.29%541.110%AverageNo Load$100
Brown Advisory Global Leaders Fund Institutional SharesBAFLXGlobal Large-Stock Growth
−2.05%870.760%Below AverageInstitutional$1M
Brown Advisory Emerging Markets Select Fund Institutional SharesBAFQXDiversified Emerging Mkts
18.11%751.100%Above AverageInstitutional$1M
Brown Advisory Flexible Equity Fund Investor SharesBIAFXLarge Blend
9.14%760.670%Below AverageNo Load$100
Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional SharesBVALXMid-Cap Value
11.85%480.550%LowInstitutional$1M
Brown Advisory Tax-Exempt Sustainable Bond Fund Investor SharesBITEXMuni National Interm—−2.52%320.480%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

  • Category

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

  • 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.

  • 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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