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Morningstar

Brown Advisory Sustainable Intl Ldrs Inv BISLX

Morningstar Medalist Rating
Medalist Rating as of | See Brown Advisory Investment Hub
  • NAV / 1-Day Return 10.93  /  −0.09 %
  • Total Assets 38.6 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Foreign Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 100
  • Status Open
  • TTM Yield 0.36%
  • Turnover 21%

USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 10:16 PM GMT+0

Morningstar’s Analysis BISLX

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

  • People Pillar

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

Brown Advisory Sustainable Intl Ldrs Inv’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings BISLX

More BISLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Safran SA

5.57 2.0 Mil
Industrials

CTS Eventim AG & Co. KGaA

5.25 1.9 Mil
Communication Services

Waste Connections Inc

5.08 1.9 Mil
Industrials

London Stock Exchange Group PLC

4.88 1.8 Mil
Financial Services

Deutsche Boerse AG

4.54 1.7 Mil
Financial Services

Rentokil Initial PLC

4.41 1.6 Mil
Industrials

Lvmh Moet Hennessy Louis Vuitton SE

4.39 1.6 Mil
Consumer Cyclical

Compass Group PLC

4.26 1.6 Mil
Consumer Cyclical

NXP Semiconductors NV

4.17 1.5 Mil
Technology

Experian PLC

4.16 1.5 Mil
Industrials