Brown Advisory Growth Equity A
Forum Funds (Brown Advisory) P.O. Box 446
Map
Phone: 800-540-6807
| Category: | Large Growth | | Fund Family: | Brown Advisory Funds | | Net Assets: | 5.55M | | Year-to-Date Return: | -9.61% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 18-May-06 |
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Kenneth Mather Stuzin
Lead Manager since
29-Jun-99 | | | Kenneth is a senior manager with the Brown Investment Advisory Incorporated, his employer since 1996. Prior to joining Brown, he wan a vice president and portfolio manager at J.P. Morgan Investment Management in Los Angeles, where he was a U.S. large-cap portfolio manager. Prior to that, he was a quantitative portfolio strategic asset allocation decisions. Kenneth holds the Charted Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $250 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to achieve capital appreciation. The fund normally invests at least 80% of net assets in equity securities of domestic companies. It invests primarily in domestic companies that management believes have exhibited an above average rate of earnings growth over the past few years and that have prospects for above-average, sustainable growth in the future. The fund primarily invests in medium and large companies with market capitalizations greater than $1 billion. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 98.99% |
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| Expense | BAGAX | Category
Avg | | Total Expense Ratio: | 1.60%
| 1.36% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 3.50%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$907 | $623 | | 5 Yr Expense Projection*: |
$1,331 | $956 | | 10 Yr Expense Projection*: |
$2,509 | $1,887 |
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0.11% Nasdaq 
0.36%
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