Brown Advisory Sustainable Growth’s cohesive team and risk-aware approach earn the strategy’s cheaper share classes a Morningstar Analyst Rating of Silver, while pricier ones warrant Bronze.
Will BAWAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of BAWAX’s parent organization’s priorities and whether they’re in line with investors’ interests.