BAFE

Brown Advisory Flexible Equity ETF

$26.45
+0.00%
Market closed. Last update: 10:55 PM ET

📎 Investment Objective

The Brown Advisory Flexible Equity ETF (BAFE) seeks to provide long-term capital appreciation by investing in a diversified portfolio of equity securities.

Overview

ETF tracking Brown Advisory Flexible Equity ETF

Category Other
Issuer Other
Inception Date 2024-11-18
Market Cap $1.4B
Average Volume N/A
Dividend Yield 0.06%
52-Week Range $21.59 - $27.39
VWAP $26.45

Performance

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Investment Summary

📎 Investment Objective

The Brown Advisory Flexible Equity ETF (BAFE) seeks to provide long-term capital appreciation by investing in a diversified portfolio of equity securities.

🎯 Investment Strategy

The fund employs a flexible, multi-cap approach, investing in companies of all sizes that the portfolio managers believe are undervalued and have the potential for long-term growth. The managers use fundamental research to identify attractive investment opportunities across various sectors and industries.

✨ Key Features

  • Flexible, multi-cap equity strategy that can invest across the market capitalization spectrum
  • Actively managed fund that relies on fundamental research to identify undervalued growth opportunities
  • Diversified portfolio of equity securities with no specific sector or industry constraints
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the fund's investments may decline due to general market conditions or other factors
  • Equity risk: The fund's investments in stocks are subject to the volatility of the stock market
  • Active management risk: The fund's performance may deviate from the broader market if the portfolio manager's investment decisions do not perform as expected
  • Liquidity risk: Some of the fund's investments may be difficult to sell at the desired time and price

👤 Best For

The Brown Advisory Flexible Equity ETF may be suitable for long-term investors seeking exposure to a diversified portfolio of undervalued growth stocks across market capitalizations. The fund's flexible approach and low expense ratio make it potentially attractive for investors looking to complement their core equity holdings.