Brown Advisory offers actively managed mutual funds with individual security analysis, low trading activity, and focused holdings. Three recommended funds, BAHAX, BIAMX, and BIALX, have high returns, low expenses, and Zacks Mutual Fund Ranks of 1 or 2. Each fund focuses on different areas like European equities, Maryland bonds, and global leaders.
BAHAX, led by C. Dirk Enderlein, has key holdings in companies like British American Tobacco. It has 3-year and 5-year annualized returns of 24.6% and 14.2%, respectively, with a net expense ratio of 1.44%. BAHAX is a top-ranked fund with a strong performance record.
BIAMX, managed by Stephen M. Shutz, focuses on Maryland municipal bonds. It has 3-year and 5-year annualized returns of 4.1% and 1.2%, respectively, with a net expense ratio of 0.48%. BIAMX is a top-ranked fund providing stable returns with low expenses.
BIALX, led by Michael Dillon, invests in global equities with holdings in companies like Microsoft and Alphabet. It has 3-year and 5-year annualized returns of 18.2% and 9.1%, respectively, with a net expense ratio of 0.90%. BIALX is a top-ranked fund offering strong returns with moderate expenses.
Read more at Nasdaq: 3 Brown Advisory Mutual Funds With Notable Strategies
