BVALX Mutual Fund
BVALX Mutual Fund
Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Class

BVALX Mutual Fund Overview
BVALX Mutual Fund (Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Class) is managed by Brown Advisory with $862.5M in net assets. BVALX expense ratio is 0.55%, holding 31 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2018-02-13.
BVALX performance shows a YTD return of 10.08%. The 1-year return is 17.31% and the 5-year return is 8.08%. BVALX dividend yield stands at 5.85%, paid annually.
BVALX top holdings include Westinghouse Air Brake Technologies Corp. (6.1%), Ebay Inc. (5.1%), Merck & Co. Inc (5.1%), Netapp Inc (5.0%), Ppg Industries Inc. (5.0%). 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.