Investment options of BROWN ADVISORY 401(K) PLAN
Total Available Funds: 45
| Investment Option List |
|---|
| Brown Advisory Flexible Equity Fund (BIAFX) |
| Brown Advisory Global Leaders Fund (BIALX) |
| Brown Advisory Growth Equity Fund (BIAGX) |
| Brown Advisory Intermediate Income Fund (BIAIX) |
| Brown Advisory Mid-Cap Growth Fund (BMIDX) |
| Brown Advisory Sustainable Bond Fund (BASBX) |
| Brown Advisory Small-Cap Fundamental Value Fund (BAUAX) |
| Brown Advisory Small-Cap Growth Fund (BIASX) |
| Brown Advisory Sustainable Growth Fund (BAFWX) |
| Brown Advisory Beautel Goodman Large Cap Value (BIAVX) |
| Brown Advisory WMC Strategic European Equity Fund (BAFHX) |
| T. Rowe Price Capital Appreciation Fund (PRWCX) |
| T. Rowe Price Emerging Markets Stock Fund (PRMSX) |
| T. Rowe Price Equity Income Fund (PRFDX) |
| T. Rowe Price International Stock Fund (PRITX) |
| T. Rowe Price Mid-Cap Growth Fund (PMEGX) |
| T. Rowe Price Mid-Cap Value Fund (TRMCX) |
| T. Rowe Price New Asia Fund (PRASX) |
| T. Rowe Price New Era Fund (PRNEX) |
| T. Rowe Price New Horizons Fund (PRNHX) |
| T. Rowe Price Small-Cap Stock Fund (TRSSX) |
| T. Rowe Price Small-Cap Value Fund (PRSVX) |
| T. Rowe Price Short-Term Bond Fund (TRZOX) |
| T. Rowe Price U.S. Treasury Long Term Fund (MMUTX) |
| T. Rowe Price Government Money Fund (TTGXX) |
| T. Rowe Price Equity Index Trust Class A (PRFDX) |
| T. Rowe Price Retirement 2005 Trust A (TRRFX) |
| T. Rowe Price Retirement 2010 Trust A (TRRAX) |
| T. Rowe Price Retirement 2015 Trust A (TRRGX) |
| T. Rowe Price Retirement 2020 Trust A (TRRBX) |
| T. Rowe Price Retirement 2025 Trust A (TRRHX) |
| T. Rowe Price Retirement 2030 Trust A (TRRCX) |
| T. Rowe Price Retirement 2035 Trust A (TRRJX) |
| T. Rowe Price Retirement 2040 Trust A (TRRDX) |
| T. Rowe Price Retirement 2045 Trust A (TRRKX) |
| T. Rowe Price Retirement 2050 Trust A (TRRMX) |
| T. Rowe Price Retirement 2055 Trust A (TRRNX) |
| T. Rowe Price Retirement 2060 Trust A (TRPLX) |
| T. Rowe Price Retirement 2065 Trust A (PASUX) |
| T. Rowe Price Blue Chip Growth Fund (TRBCX) |
| TCW MetWest Unconstrained Bond Fund (MWCZX) |
| Vanguard Developed Markets Index Admiral (VDMIX) |
| Vanguard Extended Market Index (VEXMX) |
| Vanguard Value Index Admiral (VTRIX) |
| with Various Maturity Dates |
Investment model portfolios
We provide two types of investment model portfolios for BROWN ADVISORY 401(K) PLAN participants. You can customize and follow a model portfolio in your plan account.
Types of portfolio strategies
- Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
- Less error-prone
- Infrequent rebalancing or transactions
- Tax efficient for taxable brokerage investments
- Cons:
- Interim loss or drawdown can be substantial
- Possible low returns for an extended period, such as 10 years or longer
- Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
- Reduce large interim loss or drawdown
- Less sensitive to investment entry point
- Likely to improve returns
- Cons
- Demand more frequent rebalancing or transactions
- Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
- Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets
These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.
Let us know (Email us) if you need help to create a custom model portfolio for your plan.
Retirement Plan (401(k)) Info for BROWN ADVISORY 401(K) PLAN