Brown Advisory Opportunity Instl
Forum Funds (Brown Advisory) P.O. Box 446
Map
Phone: 800-540-6807
| Category: | Mid-Cap Growth | | Fund Family: | Brown Advisory Funds | | Net Assets: | 26.81M | | Year-to-Date Return: | -15.19% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jun-98 |
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David B. Powell
Lead Manager since
30-Dec-05 | | | Powell has been the portfolio manager for Brown Advisory Opportunity Fund since January 2007, and an equity research analyst at Brown researching investment opportunities in the industrial and energy sectors for Browns growth and value strategies since 1999. Before joining the firm in 1999, he worked in investor relations at T. Rowe Price. Powell holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $2,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to achieve long-term capital appreciation. The fund primarily invests in a nondiversified portfolio of equity securities and may incorporate either a growth or value investment approach to security selection. Similarly, it may also invest in companies regardless of size as measured by market capitalization. The fund invests in thirty securities or fewer. The fund is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
(9-Nov-99):
| 2.65 | | Annual Holdings Turnover
| 131.00% | | Average for Category:
| 117.59% |
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| Expense | BIAOX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.49% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$580 | $701 | | 5 Yr Expense Projection*: |
$1,033 | $1,080 | | 10 Yr Expense Projection*: |
$2,288 | $2,122 |
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1.49% Nasdaq 
0.27%
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