Brazos Mutual Funds












 


Most Frequently Asked Questions

What is the appropriate benchmark for the Brazos Funds?

Brazos Product
Associated Benchmark
Micro Cap Growth Fund
Russell 2000 Growth
Small Cap Growth Fund
Russell 2000 Growth
Mid Cap Growth Fund
Russell Midcap Growth
Growth Fund
Russell 3000 Growth

The Brazos Mutual Funds are not managed to a benchmark. The portfolio managers are deeply committed to the adviser's proven investment philosophy and process. The Funds make investment decisions on a stock-by-stock basis, following stringent guidelines. However, the portfolio managers do monitor sector weightings to determine if they are aggressively over or under weighted versus the benchmark.

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