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Surprisingly M* analysts do not offer any analysis info on two funds I am interested in: BIASX and BIAWX.They are offerd by BROWN ADVISORY . Can anyone provide another reliable source of (FREE) information? THANK YOU AND HAPPY 4TH OF JULY
If you go to the MFO Search box at the top of the Discussions page and enter BIAWX, you'll find that several members offered takes on the Brown Advisory fund in April. To wit: The write-up on Brown Advisory Sustainable Growth is very revealing. I was pleasantly surprised to find that the 33 stocks held by the fund are practically household names, ones that I feel very comfortable owning: Microsoft, Danahaer, American Tower, Amazon, Visa, Intuit, Alphabet, Thermo Fisher, Ecolab, Verizon Analytics. The top ten constitute 41% of assets, so the managers have conviction. My personal bogey for a LCG fund is AKREX; however, BIAWX edges out Akre over most time periods. AKREX is more tax-efficient, so shareholders in taxable accounts may be realizing some additional gains compared to the Brown fund.
Just punch in BIASX and BIAWX (and select desired evaluation period) on our QuickSearch tool ... yep, it's free, because we expect all things to be free on internet these days, a public library in the sky.
PS. I'd post the risk and return table here, but our discussion board does not permit iframes, which renders Jing, the image tool first introduced to us by bee, useless.
Comments
This is a very basic, superficial look:
https://money.usnews.com/funds/mutual-funds/large-growth/brown-advisory-sustainable-growth-fund/biawx
...And:
https://money.usnews.com/funds/mutual-funds/small-growth/brown-advisory-small-cap-growth-fund/biasx
https://www.mutualfunds.com/funds/biawx-brown-advisory-sustainable-growth-inv/
https://www.mutualfunds.com/funds/biasx-brown-advisory-small-cap-growth-inv/
http://webreprints.djreprints.com/56146.html
The write-up on Brown Advisory Sustainable Growth is very revealing. I was pleasantly surprised to find that the 33 stocks held by the fund are practically household names, ones that I feel very comfortable owning: Microsoft, Danahaer, American Tower, Amazon, Visa, Intuit, Alphabet, Thermo Fisher, Ecolab, Verizon Analytics. The top ten constitute 41% of assets, so the managers have conviction. My personal bogey for a LCG fund is AKREX; however, BIAWX edges out Akre over most time periods. AKREX is more tax-efficient, so shareholders in taxable accounts may be realizing some additional gains compared to the Brown fund.
PS. I'd post the risk and return table here, but our discussion board does not permit iframes, which renders Jing, the image tool first introduced to us by bee, useless.
Confused --- what is the relationship b/w Brown Capital and Brown Advisory?
Regards,
Ted