Brown Advisory - Beutel Goodman Large-Cap Value FundBVALX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$1.0B
Expense ratio
0.55%
1-year return
+4.1%
3 years, a year
+7.5%
5 years, a year
+6.4%
Holdings
31
What it aims to do.
The Brown Advisory Beutel Goodman Large-Cap Value Fund (the Fund) seeks to achieve capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| WAB Westinghouse Air Brake Technol | 6.11% |
| EBAY eBay Inc | 5.13% |
| MRK Merck & Co Inc | 5.07% |
| PPG PPG Industries Inc | 4.96% |
| NTAP NetApp Inc | 4.96% |
| Medtronic PLC | 4.80% |
| Chubb Ltd | 4.71% |
| OMC Omnicom Group Inc | 4.51% |
| Amdocs Ltd | 4.27% |
| AMP Ameriprise Financial Inc | 4.22% |
More on BVALX.
- BVALX overview
- BVALX holdings
- BVALX risk
- BVALX costs
- BVALX money in and out
- BVALX share classes
- Compare BVALX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.