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BAUUX vs FSCRX

Both BAUUX and FSCRX are mutual funds. BAUUX has a lower 5-year return than FSCRX (9.35% vs 12.2%). BAUUX has a higher expense ratio than FSCRX (0.97% vs 0.62%). Below is the comparison between BAUUX and FSCRX.

BAUUX FSCRX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family Brown Advisory Funds Fidelity Investments
Net Assets $587.00M $3.20B
Expense Ratio 0.97% 0.62%
Management Style active active
Dividend Yield 0.49% 0.33%
Minimum Investment N/A N/A
YTD Return 21.22% 27.20%
1-Year Return -2.02% 3.57%
3-Year Return 6.28% 13.80%
5-Year Return 9.35% 12.20%
10-Year Return 10.56% 12.44%

BAUUX description

The Fund seeks to achieve long-term capital appreciation. The Fund invests at least 80% of the value of its net assets in equity securities of small capitalization companies whose market capitalizations are generally less than $4 billion. The Fund may invest up to 15% of its assets in foreign equity securities.

BAUUX performance & returns

YTD Return 21.22%
1-Month Return -1.92%
3-Month Return -2.02%
1-Year Return -2.02%
3-Year Return 6.28%
5-Year Return 9.35%
10-Year Return 10.56%
BAUUX expense ratio is 0.97%.

BAUUX holdings

Top 10 Holdings (30.56% of Total Assets)

Name Symbol % Assets
National General Holdings Corp NGHC 3.76%
First American Government Obligs Z FGZXX 3.68%
GCI Liberty Inc A GLIBA 3.56%
Magellan Health Inc MGLN 3.12%
Nexstar Media Group Inc Class A NXST 3.02%
UMB Financial Corp UMBF 2.92%
Assurant Inc AIZ 2.69%
Virtus Investment Partners Inc VRTS 2.67%
CMC Materials Inc Ordinary Shares CCMP 2.63%
Core-Mark Holding Co Inc CORE 2.51%

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FSCRX description

The Fund seeks long-term growth of capital by investing at least 65% of its assets in securities of domestic and foreign firms with small market-capitalizations. Invests in either "growth" or "value" stocks or both. Uses fundamental analysis in stock selection.

FSCRX performance & returns

YTD Return 27.20%
1-Month Return 2.17%
3-Month Return 3.57%
1-Year Return 3.57%
3-Year Return 13.80%
5-Year Return 12.20%
10-Year Return 12.44%
FSCRX expense ratio is 0.62%.

FSCRX holdings

Top 10 Holdings (29.31% of Total Assets)

Name Symbol % Assets
Synnex Corp SNX 4.16%
TFI International Inc TFII.TO 3.19%
ASGN Inc ASGN 3.05%
Insight Enterprises Inc NSIT 2.77%
ON Semiconductor Corp ON 2.75%
Valvoline Inc VVV 2.74%
First American Financial Corp FAF 2.72%
Charles River Laboratories International Inc CRL 2.66%
First Citizens BancShares Inc Class A FCNCA 2.65%
Enstar Group Ltd ESGR 2.62%

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