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Brown Advisory Beutel GoodmanLg-CpValInv BIAVX Fund Analysis

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Morningstar’s Analysis BIAVX

Will BIAVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BIAVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BIAVX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BIAVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A decent strategy, but keep an eye on its mid-cap exposure.

Director Danielle LeClair

Danielle LeClair

Director

Summary

Beutel Goodman American Equity and its US mutual fund version, Brown Advisory Beutel Goodman Large-Cap Value, provide investors with consistent exposure to value stocks, but the normally large-cap-focused strategy is drifting into mid-caps.

by Danielle LeClair
Rated on Published on

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