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BAFAX
Mutual Fund ticker: NASDAQ
AS OF
Dec 18 closing price
Price
$40.71
Change
-$1.24 (-2.96%)
Net Assets
1.02B

BAFAX Brown Advisory Flexible Equity Adv Forecast, Technical & Fundamental Analysis

Category LargeGrowth
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Meta Platforms (NASDAQ:META), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Mastercard (NYSE:MA).

Industry description

The investment seeks to achieve long-term growth of capital. The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of equity securities. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have strong, or improving, long-term business characteristics and share prices that do not reflect these favorable fundamental attributes. The fund may invest up to 15% of its net assets in foreign securities, including emerging markets.

Market Cap

The average market capitalization across the Brown Advisory Flexible Equity Adv MF is 1.29T. The market cap for tickers in the group ranges from 89.01B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is KKR at 89.01B.

Volume

The average weekly volume growth across all stocks in the Brown Advisory Flexible Equity Adv MF was 54%. For the same stocks of the MF, the average monthly volume growth was -27% and the average quarterly volume growth was 10%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 51
Price Growth Rating: 26
SMR Rating: 33
Profit Risk Rating: 14
Seasonality Score: -8 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Brown Advisory Incorporated901 S. Bond Street Suite 400Baltimore
Phone
+1 8005406807
Web
www.brownadvisoryfunds.com
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BAFAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BAFAX has been closely correlated with GFACX. These tickers have moved in lockstep 94% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAFAX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BAFAX
1D Price
Change %
BAFAX100%
-0.50%
GFACX - BAFAX
94%
Closely correlated
-0.49%
RGAGX - BAFAX
84%
Closely correlated
-0.48%
AGTHX - BAFAX
83%
Closely correlated
-0.49%
GFFFX - BAFAX
83%
Closely correlated
-0.48%
RGAEX - BAFAX
83%
Closely correlated
-0.49%
More