RSMR adds US equity funds from BNY Mellon and Brown Advisory to rated list

US equity income and smaller companies

Elliot Gulliver-Needham
clock • 2 min read

RSMR had added two US equity funds from BNY Mellon and Brown Advisory to its rated list, Investment Week can reveal.

The BNY Mellon US Equity Income fund and Brown Advisory US Smaller Companies fund have not been rated by RSMR before, with the firm praising both funds for their track records. The BNY Mellon US Equity Income fund, which launched in 2011, uses the Russell 1000 index as its investment universe, aiming to stay within a large cap value style. The fund has returned 66.3% over three years, compared to an IA North America sector average of 37.7%, according to data from FE fundinfo. RSMR adds Gravis fund of REITs to rated list Position weights on the fund are limited to 7%, with sector...

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