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 Adv BAWAX
- NAV / 1-Day Return 50.70 / +0.38 %
- Total Assets 9.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.040%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Large Growth
- Investment Style Large Growth
- Min. Initial Investment 100
- Status Open
- TTM Yield —
- Turnover 13%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:15 PM GMT+0
Morningstar’s Analysis BAWAX
Will BAWAX 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 46.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 7.94 | 776.0 Mil | Technology |
Microsoft Corp | 6.16 | 602.1 Mil | Technology |
Amazon.com Inc | 5.59 | 545.5 Mil | Consumer Cyclical |
Intuit Inc | 4.67 | 456.1 Mil | Technology |
Visa Inc Class A | 4.45 | 434.7 Mil | Financial Services |
ServiceNow Inc | 3.73 | 364.3 Mil | Technology |
UnitedHealth Group Inc | 3.58 | 349.2 Mil | Healthcare |
Danaher Corp | 3.46 | 338.3 Mil | Healthcare |
Uber Technologies Inc | 3.34 | 326.1 Mil | Technology |
Alphabet Inc Class A | 3.30 | 322.0 Mil | Communication Services |