- What does BAHAX invest in?
- Under typical circumstances, the fund seeks to fulfill its investment goal by allocating a minimum of 80% of its net assets – including any funds borrowed for investment – to the equity shares of companies. These companies must either be legally incorporated in Europe or perform the primary portion of their economic activities within the region. For the purpose of this fund, "Europe" refers specifically to the nations included in the MSCI Europe Index.
- What is the expense ratio of BAHAX?
- Brown Advisory- WMC Strategic European Equity Fund Advisor Shares (BAHAX) charges an expense ratio of 1.45%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is BAHAX?
- Brown Advisory- WMC Strategic European Equity Fund Advisor Shares (BAHAX) manages $672.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is BAHAX actively managed or an index fund?
- BAHAX is a passive index fund — it tracks a published benchmark by holding the constituents in their published weights. Index funds typically charge low expense ratios (BAHAX's is 1.45%) because there's no security selection cost.
- When was BAHAX launched?
- Brown Advisory- WMC Strategic European Equity Fund Advisor Shares (BAHAX) launched in October 2013 and is managed by the fund issuer.
- How has BAHAX performed?
- BAHAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
