Brown Advisory Sustainable Growth Fund Institutional Shares BAFWX Strategy
Strategy
The investment seeks to achieve capital appreciation. Under normal conditions, the adviser seeks to achieve its objective, the fund invests at least 80% of the value of its net assets in equity securities of domestic companies that meet the sustainable investment criteria of the fund, collectively the “Investment Criteria.” The fund invests primarily in the securities of medium and large capitalization companies that the Adviser believes (1) have the fundamental strengths to outperform their peers and deliver strong earnings growth over a market cycle, (2) effectively implement Sustainable Business Advantages, and (3) have attractive valuations.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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BAWAX
| Brown Advisory Sustainable Growth Fund Advisor Shares | No Load | Open | $323.45M | 1.000% | Above Average | $100 | −$75.83M | |||
BIAWX
| Brown Advisory Sustainable Growth Fund Investor Shares | No Load | Open | $1.06B | 0.750% | Average | $100 | −$1.07B | |||
BAFWX
| Brown Advisory Sustainable Growth Fund Institutional Shares | Institutional | Open | $2.67B | 0.600% | Below Average | $1M | −$3.19B |