BVALX Mutual Fund

BVALX Mutual Fund (Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Class) is managed by Brown Advisory with $827.3M in net assets. BVALX expense ratio is 0.55%, holding 35 positions across sectors including Financials, Industrials, Health Care. Inception date: 2018-02-13.

BVALX performance shows a YTD return of 10.21%. The 1-year return is 13.56% and the 5-year return is 9.29%. BVALX dividend yield stands at 5.84%, paid annually.

BVALX top holdings include Becton Dickinson And Co. (4.8%), Ebay Inc. (4.6%), Ameriprise Financial Inc (4.4%), Qualcomm Inc. (4.4%), Ppg Industries Inc. (4.3%). Go to all BVALX holdings, BVALX sectors, or BVALX dividends.

BVALX can be compared against other funds. Use BVALX overlap to find shared positions, or BVALX vs another fund for a side-by-side view. BVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.