BVALX Mutual Fund

BVALX Mutual Fund (Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Class) is managed by Brown Advisory with $885.6M in net assets. BVALX expense ratio is 0.55%, holding 31 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-02-13.

BVALX performance shows a YTD return of 13.16%. The 1-year return is 22.11% and the 5-year return is 8.82%. BVALX dividend yield stands at 5.69%, paid annually.

BVALX top holdings include Westinghouse Air Brake Technologies Corp. (6.1%), Ebay Inc. (5.1%), Merck & Company Inc (5.1%), Netapp Inc (5.0%), Ppg Industries Inc. (5.0%). Go to all BVALX holdings, BVALX sectors, or BVALX dividends.

BVALX can be compared against other funds. Use BVALX overlap to find shared positions, or BVALX vs another fund for a side-by-side view. BVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.