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BAGAX
Mutual Fund ticker: NASDAQ
AS OF
Jun 13 closing price
Price
$13.84
Change
-$0.22 (-1.56%)
Net Assets
643.43M

BAGAX Brown Advisory Growth Equity Adv Forecast, Technical & Fundamental Analysis

The investment seeks to achieve capital appreciation by primarily investing in equity securities... Show more

Category: #Large Growth
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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Mastercard (NYSE:MA), Costco Wholesale Corp (NASDAQ:COST), Intuit (NASDAQ:INTU), Uber Technologies (NYSE:UBER), SERVICENOW (NYSE:NOW), Intuitive Surgical (NASDAQ:ISRG).

Industry description

The investment seeks to achieve capital appreciation by primarily investing in equity securities. The fund normally invests at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities of domestic companies. It invests primarily in securities of medium and large market capitalization companies that the Adviser believes have exhibited an above average rate of earnings growth and that have prospects for above average, sustainable growth in the future. Medium and large market capitalization companies are those companies with market capitalizations generally greater than $2 billion at the time of purchase.

Market Cap

The average market capitalization across the Brown Advisory Growth Equity Adv MF is 1.23T. The market cap for tickers in the group ranges from 141.46B to 3.46T. NVDA holds the highest valuation in this group at 3.46T. The lowest valued company is ISRG at 141.46B.

Volume

The average weekly volume growth across all stocks in the Brown Advisory Growth Equity Adv MF was 4%. For the same stocks of the MF, the average monthly volume growth was -32% and the average quarterly volume growth was -22%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 71
P/E Growth Rating: 60
Price Growth Rating: 35
SMR Rating: 31
Profit Risk Rating: 22
Seasonality Score: 30 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeGrowth

Profile
Fundamentals
Details
Category
Large Growth
Address
Brown Advisory Incorporated901 S. Bond Street Suite 400Baltimore
Phone
+1 8005406807
Web
www.brownadvisoryfunds.com
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BAGAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, BAGAX has been closely correlated with RGAGX. These tickers have moved in lockstep 75% of the time. This A.I.-generated data suggests there is a high statistical probability that if BAGAX jumps, then RGAGX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To BAGAX
1D Price
Change %
BAGAX100%
-1.56%
RGAGX - BAGAX
75%
Closely correlated
-1.18%
GFFFX - BAGAX
74%
Closely correlated
-1.19%
AGTHX - BAGAX
74%
Closely correlated
N/A
CGFAX - BAGAX
73%
Closely correlated
-1.20%
RGAAX - BAGAX
72%
Closely correlated
-1.20%
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