BASV – Brown Advisory Sustainable Value ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term capital appreciation. Under normal conditions, the adviser seeks to achieve the fund’s investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in equity securities that satisfy the fund’s sustainable investment criteria. The fund invests primarily in securities of large market capitalization companies that the Adviser deems to meet its “value” and “sustainable investment” criteria, collectively the “investment criteria” for the fund.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
BASV	Brown Advisory Sustainable Value ETF	ETF	Open	—		Jun 13, 2025	$405.69M	0.710%	—	—	$178.82M

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