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BAFWX Brown Advisory Sustainable Growth I 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), NVIDIA Corp (NASDAQ:NVDA), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOGL), VISA (NYSE:V), Unitedhealth Group (NYSE:UNH), Intuit (NASDAQ:INTU), Uber Technologies (NYSE:UBER), SERVICENOW (NYSE:NOW).

Industry description

The investment seeks to achieve capital appreciation. The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of sustainable domestic companies. It invests primarily in the securities of medium and large capitalization companies that Brown Advisory LLC (the "Adviser") believes (1) have the fundamental strengths (strong financials and business models) to outperform their peers and deliver above-average earnings growth over a market cycle, (2) effectively implement Sustainable Business Advantages, and (3) have attractive valuations.

Market Cap

The average market capitalization across the Brown Advisory Sustainable Growth I MF is 1.17T. The market cap for tickers in the group ranges from 156.29B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NOW at 156.29B.

Volume

The average weekly volume growth across all stocks in the Brown Advisory Sustainable Growth I MF was 52%. For the same stocks of the MF, the average monthly volume growth was 53% and the average quarterly volume growth was -22%

Fundamental Analysis Ratings

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

Valuation Rating: 74
P/E Growth Rating: 56
Price Growth Rating: 38
SMR Rating: 42
Profit Risk Rating: 19
Seasonality Score: -40 (-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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BAFWX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BAFWX 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 BAFWX jumps, then GFACX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BAFWX
1D Price
Change %
BAFWX100%
-0.55%
GFACX - BAFWX
94%
Closely correlated
-0.19%
FAFGX - BAFWX
88%
Closely correlated
-0.18%
GAFFX - BAFWX
88%
Closely correlated
-0.18%
FFAFX - BAFWX
88%
Closely correlated
-0.18%
RGAHX - BAFWX
88%
Closely correlated
-0.18%
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