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Brown Advisory US Equity Growth B USD Dist

Ranked 1760 out of 1861 in - US over 12 months
All calculations are in USD unless stated

Managed by

Kenneth M. Stuzin

Kenneth M. Stuzin graduated from Columbia University with a MBA. He is currently a partner at Brown Advisory where he is responsible for managing large cap growth portfolios and is an equity research analyst. Prior to this he was a vice president and portfolio manager at JP Morgan Asset Management where he was a large cap portfolio manager. Before this he was a quantitative portfolio strategist. Kenneth is a CFA Charterholder.

Objective

The Fund aims to achieve capital appreciation by investing in medium and large-sized companies listed or traded on US markets and exchanges, generally whose total market values are above USD 2 billion and that have demonstrated an above-average rate of earnings growth over the last few years with prospects for above-average, sustainable growth in the future.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 28/02/2016 - 28/02/2017
  • Rank 1760/1861 Total Return
  • Rank 1422/1861 Standard Deviation
  • Rank 1738/1861 Max Drawdown
Fund Name Currency Return
1758 Principal LargeCap Growth Fund;R-5 USD

13.5%

1759 IA Clarington Sarbit U.S. Equity Cl Unhedged Sr A USD

13.5%

1760 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

13.5%

1761 TCW Funds - TCW Select Equities Fund IU USD Cap USD

13.5%

1762 ISATIS Invt - Glbl Systematic Divers Eqties B EUR USD

13.5%

Fund Name Currency Risk
1422 7IM US Equity Value C Inc USD

10.6

1422 Transamerica Multi-Cap Growth;A USD

10.6

1422 DFA US Social Core Equity 2 Portfolio;Inst USD

10.6

1422 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

10.6

1422 Delaware Investments US Large Cap Growth F USD USD

10.6

1422 O'Shaughnessy All Cap Core;I USD

10.6

Fund Name Currency Loss
1736 US Opera C USD

-5.3%

1737 Tocqueville Value Amerique P USD

-5.3%

1738 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

-5.4%

1738 Summit Global Investments US Low Volatility Eq;I USD

-5.4%

1740 TIAA-CREF Mid-Cap Growth Fund;Institutional USD

-5.4%

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 -3.4% -1.5% -0.5% 3.6% -4.9%
2015 6.5% 3.9% 0.7% -5.2% 7.4%
2014 5.9% -0.2% 1.7% -0.3% 4.7%
2013 28.6% 9.3% 0.9% 7.9% 8.1%
2012 15.5% 17.5% -7.9% 7.6% -0.9%
2011 -0.8% 5.8% 0.7% -16.4% 11.4%
2010 23.8% 5.9% -7.9% 13.7% 11.6%

Month by Month Performance

Returns Vs Risk

Asset Allocation

Breakdown

30/11/2016

Top 10 Holdings

Stock Size
Visa Inc ORD 4.42
Starbucks Corp ORD 4.41
Amazon.com Inc ORD 4.38
Facebook Inc ORD 4.34
Amphenol Corp ORD 3.83
Danaher Corp ORD 3.77
Costco Wholesale Corp ORD 3.66
Intuitive Surgical Inc ORD 3.51
NXP Semiconductors NV ORD 3.46
Ecolab Inc ORD 3.44
30/11/2016

Registered For Sale In

  1. Austria
  2. Finland
  3. France
  4. Germany
  5. Ireland
  6. Italy
  7. Norway
  8. Singapore
  9. Spain
  10. Sweden
  11. Switzerland
  12. United Kingdom

Fund Info

  • Launch date02/11/2009
  • Share Class size158Mn
  • Base currencyUSD
  • ISIN IE00B0PVD865
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment10Mn
  • Min. regular additional investment3Mn

Charges

  • Annual management0.75%
  • Initial investment0

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).