Morningstar

Brown Advisory Sustainable Small-Cap Core Fund Investor Shares BIAYX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 12.59  /  −0.08 %
  • Total Assets 116.7M
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.080%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.00
  • Turnover 43%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:45 AM GMT+0

Morningstar’s Analysis BIAYX

Will BIAYX 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 BIAYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the BIAYX 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 BIAYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Brown Advisory Sustainable Sml-Cp Cr Inv holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings BIAYX

More BIAYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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