Brown Advisory- WMC Strategic European Equity Fund Investor Shares

Frequently Asked Questions About BIAHX

What does BIAHX invest in?

This fund strives to deliver total return by primarily investing in the shares of companies established or conducting significant operations within Europe. Under normal circumstances, the portfolio will allocate at least 80% of its net assets (along with any borrowed capital for investment) to equity securities of companies that are either domiciled in or derive the majority of their economic activity from Europe, as defined by the countries included in the MSCI Europe Index.

What is the expense ratio of BIAHX?

Brown Advisory- WMC Strategic European Equity Fund Investor Shares (BIAHX) charges an expense ratio of 1.20%. This is the annual fee deducted from fund assets to cover management and operations.

How big is BIAHX?

Brown Advisory- WMC Strategic European Equity Fund Investor Shares (BIAHX) is one share class of a fund that manages $643.9M across all of its share classes (BAHAX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is BIAHX actively managed or an index fund?

BIAHX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (BIAHX's is 1.20%) in exchange for the discretion to over- or under-weight positions.

When was BIAHX launched?

Brown Advisory- WMC Strategic European Equity Fund Investor Shares (BIAHX) launched in October 2013 and is managed by Brown Advisory.

How has BIAHX performed?

BIAHX'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.