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BAIV - ETF AI Analysis

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BAIV

Brown Advisory International Value Select ETF (BAIV)

Rating:59Neutral
Price Target:―
BAIV, the Brown Advisory International Value Select ETF, has a solid but not top-tier overall rating, largely supported by strong holdings like CSL and Sanofi, which bring stable financial performance, attractive valuations, and positive earnings outlooks to the portfolio. However, weaker names such as Randstad, with its declining financial metrics and bearish momentum, and more mixed holdings like Adecco and Brenntag, which face operational and margin challenges, weigh on the fund’s quality. The main risk factor is the presence of several holdings showing bearish technical trends and financial pressures, which could increase volatility even though the fund is diversified across multiple international companies.
Positive Factors
Broad International Diversification
The fund spreads its investments across several major countries, which helps reduce the impact if any single market runs into trouble.
Mostly Positive Recent Performance
The ETF has delivered strong gains over the year so far and over the last three months, showing solid recent momentum despite a flat month.
Multiple Sectors Represented
Holdings across areas like consumer, financials, health care, and technology help the fund avoid relying too heavily on any one part of the economy.
Negative Factors
Relatively High Expense Ratio
The fund’s ongoing fee is on the higher side for an ETF, which can eat into long-term returns compared with lower-cost options.
Heavy Tilt Toward One Broad Sector Bucket
A large share of assets is grouped into a single broad 'General' category, which may hide concentration in certain types of companies.
Mixed Performance Among Top Holdings
While several top positions have shown strong gains, a few key holdings have been weak, which could create more uneven performance going forward.

BAIV vs. SPDR S&P 500 ETF (SPY)

BAIV Summary

BAIV, the Brown Advisory International Value Select ETF, is an actively managed fund that focuses on “value” stocks outside the United States rather than tracking a set index. It looks for companies around the world that the managers believe are trading for less than they’re worth, across large, mid, and small firms. Well-known names in the fund include Petroleo Brasileiro (Petrobras) and WPP. Investors might consider BAIV to diversify beyond U.S. stocks and seek long-term growth from undervalued international companies. However, the fund is concentrated and overseas-focused, so it can be more volatile and move with foreign markets and currencies.
How much will it cost me?This ETF has an expense ratio of 0.60%, which means you’ll pay about $6 per year for every $1,000 you invest. That’s higher than the average ETF because it’s actively managed, with managers researching and selecting international value stocks rather than just tracking an index.
What would affect this ETF?This international value ETF could benefit if economies outside the U.S. strengthen, especially in consumer, financial, and health care companies like Sanofi and Barclays, and if value stocks come back into favor as investors look for cheaper opportunities. On the downside, weaker growth overseas, currency swings, tighter regulations on tobacco and health care, or poor performance in a few large holdings could hurt returns because the fund is concentrated and focused only on non-U.S. markets.

BAIV Top 10 Holdings

BAIV leans into international value with a clear tilt toward European industrials and health care names, all outside the U.S. On the positive side, EDENRED and CSL have been rising steadily, acting like twin engines for recent performance, while Adecco’s rebound adds extra lift. Brenntag and WPP have also been generally supportive, though their momentum has been a bit mixed. Offsetting that strength, Sanofi has been lagging and Icon looks stuck in neutral, reminding investors that this concentrated ex‑U.S. mix can cut both ways.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Icon4.05%$6.45M$12.89B-1.92%
68
Neutral
Magnum Ice Cream Co. N.V.3.52%$5.61M€10.31B――
Adecco Group AG3.26%$5.19MCHF4.13B11.94%
65
Neutral
Brenntag AG3.21%$5.12M€8.69B18.35%
64
Neutral
EDENRED3.17%$5.05M€6.61B36.30%
62
Neutral
Petroleo Brasileiro SA Sponsored ADR Pfd2.85%$4.54M$126.30B26.85%―
Randstad Holding NV2.74%$4.37M€6.33B3.08%
46
Neutral
CSL2.43%$3.87M$60.90B0.48%
75
Outperform
WPP2.42%$3.85M£4.15B6.63%
71
Outperform
Sanofi2.29%$3.64M$101.50B-9.32%
75
Outperform

BAIV Technical Analysis

Technical Analysis Sentiment
Negative
Last Price―
Price Trends
50DMA
28.36
Negative
100DMA
26.97
Positive
200DMA
Market Momentum
MACD
-0.10
Positive
RSI
39.29
Neutral
STOCH
16.23
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For BAIV, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 28.62, equal to the 50-day MA of 28.36, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.10 indicates Positive momentum. The RSI at 39.29 is Neutral, neither overbought nor oversold. The STOCH value of 16.23 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for BAIV.

BAIV Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
――$158.50M0.60%
59
Neutral
――$769.19M0.69%
59
Neutral
――$584.11M0.34%
59
Neutral
――$406.89M0.55%
72
Outperform
――$273.09M0.60%
61
Neutral
――$110.47M0.45%
58
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
BAIV
Brown Advisory International Value Select ETF
27.92
2.50
9.83%
JDVI
John Hancock Disciplined Value International Select ETF
―
―
―
BRIE
MFS Blended Research International Equity ETF
―
―
―
OSEA
Harbor International Compounders ETF
―
―
―
QLTI
GMO International Quality ETF
―
―
―
IDYN
iShares International Equity Factor Rotation Active ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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