Brown Mutual Fund Quote

BADAX
 Fund
  

USD 15.03  0.02  0.13%   

Market Performance
8 of 100
Odds Of Distress
Less than 8
Brown Advisory is trading at 15.03 as of the 18th of August 2022; that is 0.13% increase since the beginning of the trading day. The fund's open price was 15.01. Brown Advisory has only a 8 % chance of going through financial distress over the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Brown Advisory Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of May 2022 and ending today, the 18th of August 2022. Click here to learn more.
The fund normally invests at least 80 percent of the value of its net assets in a diversified portfolio of dividend paying equity securities. Brown Advisory is traded on NASDAQ Exchange in the United States. More on Brown Advisory Equity

Moving together with Brown Advisory

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0.97VFIAXVanguard 500 Index Low VolatilityPairCorr
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Brown Advisory Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. If you consider yourself one of those investors, make sure you clearly understand your entering position. Brown Advisory's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Brown Advisory or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
On 30th of June 2022 Brown Advisory paid $ 0.0476 per share dividend to its current shareholders
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The fund holds 96.67% of its assets under management (AUM) in equities
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Brown Advisory's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong SellFairly Valued
Startdate29th of December 2011
Brown Advisory Equity [BADAX] is traded in USA and was established 18th of August 2022. The fund is listed under Large Blend category and is part of Brown Advisory Funds family. Brown Advisory Equity currently has accumulated 76.42 M in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 6.73%.
Check Brown Advisory Probability Of Bankruptcy

Instrument Allocation

Sector Allocation (%)

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Brown Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Brown Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Brown Advisory Equity Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Brown Advisory Equity Constituents

Brown Advisory Target Price Odds Analysis

What are Brown Advisory's target price odds to finish over the current price? Based on a normal probability distribution, the odds of Brown Advisory jumping above the current price in 90 days from now is under 4%. The Brown Advisory Equity probability density function shows the probability of Brown Advisory mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.0158 suggesting Brown Advisory Equity market returns are sensitive to returns on the market. As the market goes up or down, Brown Advisory is expected to follow. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Brown Advisory Equity is significantly underperforming DOW.
  Odds Below 15.03HorizonTargetOdds Above 15.03
96.94%90 days
 15.03 
3.01%
Based on a normal probability distribution, the odds of Brown Advisory to move above the current price in 90 days from now is under 4 (This Brown Advisory Equity probability density function shows the probability of Brown Mutual Fund to fall within a particular range of prices over 90 days) .

Brown Advisory Equity Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Brown Advisory market risk premium is the additional return an investor will receive from holding Brown Advisory long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Brown Advisory. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Brown Advisory's alpha and beta are two of the key measurements used to evaluate Brown Advisory's performance over the market, the standard measures of volatility play an important role as well.

Brown Advisory Against Markets

Picking the right benchmark for Brown Advisory mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Brown Advisory mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Brown Advisory is critical whether you are bullish or bearish towards Brown Advisory Equity at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Brown Advisory without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Invested in Brown Advisory Equity?

You need to understand the risk of investing before taking a position in Brown Advisory. The danger of trading Brown Advisory Equity is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Brown Advisory is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Brown Advisory. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Brown Advisory Equity is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Continue to Trending Equities. Note that the Brown Advisory Equity information on this page should be used as a complementary analysis to other Brown Advisory's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Analyst Recommendations module to analyst recommendations and target price estimates broken down by several categories.

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When running Brown Advisory Equity price analysis, check to measure Brown Advisory's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Brown Advisory is operating at the current time. Most of Brown Advisory's value examination focuses on studying past and present price action to predict the probability of Brown Advisory's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move Brown Advisory's price. Additionally, you may evaluate how the addition of Brown Advisory to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Brown Advisory's value and its price as these two are different measures arrived at by different means. Investors typically determine Brown Advisory value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Brown Advisory's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.