Brown Advisory Flexible Equity Fund Advisor Shs (BAFAX) Research
The fund typically dedicates a substantial portion, at least 80%, of its total investment capital (including any borrowed money) to a varied portfolio of company stocks. Its primary focus is on shares of mid-sized and large corporations that the Adviser identifies as having robust or developing long-term business foundations, yet whose market price does not currently reflect these advantageous characteristics. Furthermore, the fund is permitted to invest a maximum of 15% of its assets in international equities, potentially including those from emerging economies.
Market snapshot
- Symbol
- BAFAX
- Price
- $44.83
- Day change
- +1.54%
- Market cap
- $992.9M
- 52-week range
- 37.8-45.16
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Franklin Corefolio Allocation Fund Advisor Class (FCAZX)
- Franklin Corefolio Allocation Fund Class C (FTCLX)
- Needham Aggressive Growth Fund Retail Class (NEAGX)
- PGIM Balanced Fund- Class C (PABCX)
- PGIM Balanced Fund- Class R (PALRX)
- BNY Mellon Worldwide Growth Fund, Inc. Class A (PGROX)
- Touchstone Balanced Fund Class C (SBACX)
- Touchstone Balanced Fund Class Y (SIBLX)
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