Morningstar

Brown Advisory Sustainable Growth Fund Advisor Shares BAWAX

Morningstar Medalist Rating
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Medalist Rating as of See Brown Advisory Investment Hub
  • NAV / 1-Day Return $46.43  /  −2.07 %
  • Fund Size $3.9B
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio —
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Large Growth
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $100
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 45%
NAV and 1-Day Return as of

Morningstar’s Analysis BAWAX

Will BAWAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BAWAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BAWAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BAWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A surprising change weakens the case a bit.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

A key comanager's unexpected departure from Brown Advisory Sustainable Growth (available as a US mutual fund, an Irish UCITS, an exchange-traded fund, or in separate accounts) drops its People rating to Average from Above Average, but Brown Advisory is taking steps to shore things up.

by Tony Thomas
Rated on Published on

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Portfolio Holdings BAWAX

More BAWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.0
Top 10 Holdings
% Portfolio Weight
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