BVALX Mutual Fund (Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Class) is managed by Brown Advisory with $1.10B in net assets. BVALX expense ratio is 0.55%, holding 29 positions across sectors including Information Technology, Unknown, Financials. Inception date: 2018-02-13.

BVALX performance shows a YTD return of 3.98%. The 1-year return is 10.36% and the 5-year return is 9.70%. BVALX dividend yield stands at 6.19%, paid annually.

BVALX top holdings include Merck & Company Inc (5.0%), Medtronic plc (5.0%), Qualcomm Inc. (5.0%), Netapp Inc (4.9%), Amgen Inc. (4.8%). View all BVALX holdings, sector breakdown, or dividend history.

BVALX can be compared against other funds using the overlap calculator or side-by-side comparison tool. BVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.