BAFMX Mutual Fund

BAFMX Mutual Fund (Brown Advisory Mid-Cap Growth Fund Institutional Class) is managed by Brown Advisory with $3.9M in net assets. BAFMX expense ratio is 0.83%, holding 63 positions across sectors including Information Technology, Consumer Discretionary, Health Care. Inception date: 2018-07-02.

BAFMX performance shows a YTD return of -9.08%. The 1-year return is 2.61% and the 5-year return is 0.68%. BAFMX dividend yield stands at 80.15%, paid annually.

BAFMX top holdings include West Pharmaceutical Services Inc (3.5%), First American Government Obligations Fund (3.4%), Hilton Worldwide Holdings, Inc. (3.1%), Cheniere Energy Inc. (3.0%), Coupang LLC (2.7%). Go to all BAFMX holdings, BAFMX sectors, or BAFMX dividends.

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