Morningstar

Brown Advisory Sustainable Growth Fund Investor Shares BIAWX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 50.75  /  −0.35 %
  • Total Assets 4.1B
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio —
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.00
  • Turnover 45%

USD | NAV as of Oct 08, 2026 | 1-Day Return as of Oct 08, 2026, 12:38 AM GMT+0

Morningstar’s Analysis BIAWX

Will BIAWX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable BIAWX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BIAWX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of BIAWX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Manager Changes at Brown Advisory Sustainable Growth Warrant Review

Associate Director Tony Thomas

Tony Thomas

Associate Director

Summary

Changes to Brown Advisory Large-Cap Sustainable Growth's management team (for its mutual fund, exchange-traded fund, and other related offerings) move the strategy's Morningstar Medalist Rating to Under Review.

by Tony Thomas
Rated on Published on

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Portfolio Holdings BIAWX

More BIAWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 49.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.16 395M
Technology

Amazon.com Inc

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Consumer Cyclical

Microsoft Corp

6.16 266M
Technology

Taiwan Semiconductor Manufacturing Co Ltd ADR

5.13 221M
Technology

Visa Inc Class A

4.98 215M
Financial Services

Broadcom Inc

4.97 214M
Technology

Alphabet Inc Class C

3.82 165M
Communication Services

Spotify Technology SA

3.24 140M
Communication Services

Snowflake Inc Ordinary Shares

3.11 134M
Technology

Airbnb Inc Ordinary Shares - Class A

2.89 125M
Consumer Cyclical

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