Brown Advisory Small-Cap Growth A
Forum Funds (Brown Advisory) P.O. Box 446
Map
Phone: 800-540-6807
| Category: | Small Growth | | Fund Family: | Brown Advisory Funds | | Net Assets: | 3.54M | | Year-to-Date Return: | -6.16% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 25-Apr-06 |
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Christopher A. Berrier
Lead Manager since
30-Sep-05 | | | Berrier has been a member of Browns senior management and co-chairman of Browns Small-Cap Equity Team since September 2005. Prior to joining the firm in 2005, he spent over five years as a senior equity analyst at T. Rowe Price, covering multiple sectors with a primary focus on small- and mid-capitalization growth companies across several mutual funds. |
| 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 invests at least 80% of net assets in equity securities of small domestic companies whose market capitalizations are equal to or less than $5 billion at the time of their purchase. |
| Last Dividend
| N/A | | Last Cap Gain
(12-Dec-07):
| 1.02 | | Annual Holdings Turnover
| 81.00% | | Average for Category:
| 114.64% |
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| Expense | BASAX | Category
Avg | | Total Expense Ratio: | 1.85%
| 1.60% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 3.50%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$1,336 | $686 | | 5 Yr Expense Projection*: |
$2,156 | $1,085 | | 10 Yr Expense Projection*: |
$4,280 | $2,158 |
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1.49% Nasdaq 
0.27%
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