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Morningstar

Brown Advisory Sustainable Growth I BAFWX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 51.15  /  +1.73 %
  • Total Assets 9.4 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.01%
  • Turnover 13%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis BAFWX

Will BAFWX outperform in 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 BAFWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BAFWX 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 BAFWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Turning ESG insights to its advantage.

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Brown Advisory Sustainable Growth (and its Irish UCITS version) has established managers who effectively blend growth-stock investing with environmental, social, and governance (or ESG) thinking.

by Tony Thomas
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Portfolio Holdings BAFWX

More BAFWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.46 835.3 Mil
Technology

Microsoft Corp

6.43 634.9 Mil
Technology

Amazon.com Inc

5.64 556.7 Mil
Consumer Cyclical

Intuit Inc

4.53 447.2 Mil
Technology

Visa Inc Class A

4.35 429.2 Mil
Financial Services

ServiceNow Inc

3.87 382.6 Mil
Technology

Alphabet Inc Class A

3.55 351.0 Mil
Communication Services

Danaher Corp

3.38 333.7 Mil
Healthcare

Uber Technologies Inc

3.04 300.5 Mil
Technology

Edwards Lifesciences Corp

2.97 293.2 Mil
Healthcare