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Brown Advisory US Equity Growth B USD Dist

Ranked 1359 out of 1848 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 : 30/09/2016 - 30/09/2017
  • Rank 1359/1848 Total Return
  • Rank 1372/1848 Standard Deviation
  • Rank 1761/1848 Max Drawdown
Fund Name Currency Return
1357 MFS Equity Opportunities Fund;A USD

14.7%

1358 Russell Investments US Defensive Equity Fund;Y USD

14.7%

1359 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

14.7%

1360 GAM Star US All Cap Equity USD Acc USD

14.7%

1361 Fidelity Stock Selector Large Cap Value Fund;LCV USD

14.7%

Fund Name Currency Risk
1370 Alger SICAV-The Alger American Asset Growth A US USD

7.9

1370 Monteagle Informed Investor Growth Fund;Inst USD

7.9

1372 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

8.0

1372 Star Capitol America USD

8.0

1374 Hillman Fund;No Load USD

8.0

1374 Highland Premier Growth Equity Fund;A USD

8.0

1374 Transamerica Mid Cap Value;I2 USD

8.0

Fund Name Currency Loss
1759 Franklin DynaTech Fund;A USD

-4.9%

1760 First Eagle Fund of America;Y USD

-4.9%

1761 Brown Advisory US Equity Growth B USD Dist

Currency exposure is hedged

Currency exposure is hedged

USD

-4.9%

1762 Barrow Value Opportunity Fund;Institutional USD

-4.9%

1763 Kinetics Internet Fund;No Load USD

-5.0%

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.3% 5.4% 4.7%
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

31/07/2017

Top 10 Holdings

Stock Size
Visa Inc ORD 4.68
Facebook Inc ORD 4.61
Adobe Systems Inc ORD 4.02
PayPal Holdings Inc ORD 4.01
Amazon.com Inc ORD 4.00
USD Cash 3.83
Zoetis Inc ORD 3.71
Amphenol Corp ORD 3.68
Danaher Corp ORD 3.65
Intuitive Surgical Inc ORD 3.58
31/07/2017

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 size143Mn
  • 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).