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.
Brown Advisory Sustainable Growth I BAFWX
- NAV / 1-Day Return 53.48 / +1.31 %
- Total Assets 9.5 Bil
-
Adj. Expense Ratio
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:08 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 48.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 8.35 | 830.0 Mil | Technology |
Microsoft Corp | 7.32 | 727.9 Mil | Technology |
Amazon.com Inc | 6.57 | 653.0 Mil | Consumer Cyclical |
Intuit Inc | 4.64 | 461.4 Mil | Technology |
Alphabet Inc Class A | 4.14 | 411.6 Mil | Communication Services |
ServiceNow Inc | 4.09 | 406.9 Mil | Technology |
Visa Inc Class A | 3.95 | 392.2 Mil | Financial Services |
Danaher Corp | 3.12 | 309.8 Mil | Healthcare |
KKR & Co Inc Ordinary Shares | 3.12 | 309.6 Mil | Financial Services |
Monolithic Power Systems Inc | 3.10 | 307.8 Mil | Technology |