BASBX – Brown Advisory Sustainable Bond Investor Investment Strategy | Morningstar

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Strategy

The investment seeks to provide a competitive total return consistent with preservation of principal while giving special consideration to certain environmental, social and governance ("ESG") criteria. The fund's investment objective by investing at least 80% of the value of its net assets (plus any borrowings for investment purposes) in either fixed income securities of issuers that satisfy the fund's sustainable investment criteria or in securities where the use of the proceeds satisfy the fund's ESG criteria. The fund may invest up to 20% of its assets in high-yield securities ("junk bonds" ).

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
BASBX	Brown Advisory Sustainable Bond Fund Investor Shares	No Load	Open			Aug 7, 2017	$5.82M	0.470%	Average	$100	−$299,417.74
BAISX	Brown Advisory Sustainable Bond Fund Institutional Shares	Institutional	Open			Jul 2, 2018	$480.92M	0.420%	Below Average	$1M	−$79.66M

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