Morningstar

Brown Advisory Flexible Equity ETF BAFE

Morningstar Medalist Rating
Medalist Rating as of | See Brown Advisory Investment Hub

Morningstar’s Analysis BAFE

Will BAFE outperform in the 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 BAFE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brown Advisory Flexible Equity ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings BAFE

More BAFE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd ADR

7.75 134M
Technology

Microsoft Corp

6.49 112M
Technology

Meta Platforms Inc Class A

4.60 80M
Communication Services

Amazon.com Inc

4.42 76M
Consumer Cyclical

Visa Inc Class A

4.22 73M
Financial Services

NVIDIA Corp

3.84 66M
Technology

Mastercard Inc Class A

3.73 65M
Financial Services

Alphabet Inc Class A

3.72 64M
Communication Services

Alphabet Inc Class C

3.54 61M
Communication Services

Berkshire Hathaway Inc Class B

3.11 54M
Financial Services

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