Brown Advisory - WMC Strategic European Equity Fund

Shareclass

Brown Advisory WMC Strat Eurp Eq Instl (BAFHX)

Type

Open-end mutual fund

Manager

Brown Advisory Funds

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

72.2

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 305 out of 1,094 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Storebrand ASA
1.07% of assets
$4.3M invested
2. Publicis Groupe SA
1.89% of assets
$7.63M invested
3. Unilever PLC
3.94% of assets
$15.88M invested
4. Haleon PLC
3.67% of assets
$14.81M invested
5. Beazley PLC
1.48% of assets
$5.98M invested
6. BAE Systems PLC
2.88% of assets
$11.62M invested
7. Legrand SA
0.39% of assets
$1.59M invested
8. Beiersdorf AG
0.45% of assets
$1.83M invested
9. British American Tobacco PLC
4.73% of assets
$19.11M invested
10. Holcim Ltd
2.79% of assets
$11.28M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Galderma Group AG Registered Shares
0.85% of assets
$3.42M invested
2. Buzzi SpA
0.32% of assets
$1.27M invested
3. Royal Unibrew AS
1.86% of assets
$7.5M invested
4. Savills PLC
0.39% of assets
$1.56M invested
5. Pandora AS
2.27% of assets
$9.15M invested
6. Hexpol AB Class B
0.58% of assets
$2.34M invested
7. United Internet AG
1.51% of assets
$6.1M invested
8. Erste Group Bank AG.
2.39% of assets
$9.66M invested
9. Dassault Aviation SA
1.33% of assets
$5.35M invested
10. Bunzl PLC
2.52% of assets
$10.15M invested

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Financial performance

Performance data provided by

Find more financial data on BAFHX at Morningstar.com

Gender Equality and Returns

Returns chart for Brown Advisory - WMC Strategic European Equity Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

BAFHX

Brown Advisory - WMC Strategic European Equity Fund

Family

Brown Advisory Funds

Category

Europe Stock

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

4.02% more in annualized returns

Same overall gender equality score

0 / 100 points

Higher gender balance in leadership and workforce score

2 / 40 points higher

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

BAFHX

Brown Advisory - WMC Strategic European Equity Fund

Family

Brown Advisory Funds

Category

Europe Stock

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

4.02% more in annualized returns

Same overall gender equality score

0 / 100 points

Higher gender balance in leadership and workforce score

2 / 40 points higher

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

BAFHX

Brown Advisory - WMC Strategic European Equity Fund

Family

Brown Advisory Funds

Category

Europe Stock

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

4.02% more in annualized returns

Same overall gender equality score

0 / 100 points

Higher gender balance in leadership and workforce score

2 / 40 points higher

Lower equal compensation and work life balance score

1 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
BAFHX - Brown Advisory - WMC Strategic European Equity Fund

18%

13%

17%

8.95%

57 / 100 points

Benchmark

6.75%

4.94%

11%

4.92%

57 / 100 points

Fund compared to benchmark

11%

8.25%

6.38%

4.02%

Same

Find more financial data on BAFHX at Morningstar.com

What's next?

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