Brown Advisory Flexible Equity ETF

Shareclass
Brown Advisory Flexible Equity ETF (BAFE)
Type
Exchange-traded fund
Gender equality score
Gender equality score

55
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
71.6
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 723 out of 2,538 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
27/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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. Mastercard Inc Class A
    4.61% of assets
    $49.85M invested
  • 2. Bank of America Corp
    1.57% of assets
    $17.04M invested
  • 3. Uber Technologies Inc
    1.52% of assets
    $16.48M invested
  • 4. Illumina Inc
    0.82% of assets
    $8.91M invested
  • 5. Autodesk Inc
    1.72% of assets
    $18.67M invested
  • 6. Mondelez International Inc Class A
    1.31% of assets
    $14.22M invested
  • 7. Microsoft Corp
    7.03% of assets
    $76.12M invested
  • 8. GE Aerospace
    1.39% of assets
    $15.01M invested
  • 9. Intuit Inc
    2.36% of assets
    $25.58M invested
  • 10. Workday Inc Class A
    0.87% of assets
    $9.37M invested
Bottom scoring holdings
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. Old Dominion Freight Line Inc Ordinary Shares
    0.93% of assets
    $10.09M invested
  • 2. Berkshire Hathaway Inc Class B
    4.35% of assets
    $47.05M invested
  • 3. Align Technology Inc
    1.05% of assets
    $11.32M invested
  • 4. Bright Horizons Family Solutions Inc
    1.26% of assets
    $13.61M invested
  • 5. Marvell Technology Inc
    1.08% of assets
    $11.71M invested
  • 6. Charles Schwab Corp
    0.52% of assets
    $5.62M invested
  • 7. KKR & Co Inc Ordinary Shares
    3.82% of assets
    $41.37M invested
  • 8. United Rentals Inc
    2.07% of assets
    $22.39M invested
  • 9. Booking Holdings Inc
    2.49% of assets
    $26.92M invested
  • 10. First Citizens BancShares Inc Class A
    2.1% of assets
    $22.74M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on BAFE at Morningstar.com
Gender Equality and Returns
  Less than one year of returns available
Benchmarking tool
Current fund
BAFE
Brown Advisory Flexible Equity ETF
Family
Brown Advisory Funds
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
  Less than one year of returns available
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Same overall gender equality score 
0 / 100 points 
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
BAFE
Brown Advisory Flexible Equity ETF
Family
Brown Advisory Funds
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
  Less than one year of returns available
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Same overall gender equality score 
0 / 100 points 
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
BAFE
Brown Advisory Flexible Equity ETF
Family
Brown Advisory Funds
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 4/30/25
  Less than one year of returns available
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
Same overall gender equality score 
0 / 100 points 
Higher gender balance in leadership and workforce score 
1 / 40 points higher
Same equal compensation and work life balance score 
0 / 30 points 
Lower policies promoting gender equality score 
1 / 20 points lower
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
BAFE - Brown Advisory Flexible Equity ETF
/
/
/
/
55  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
12%
12%
16%
12%
55  / 100 points
Fund compared to benchmark
 
  Less than one year of returns available
Same
Find more financial data on BAFE at Morningstar.com
What's next?
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