Brown Advisory Small-Cap Fundamental Value Fund
Shareclass
Brown Advisory Small-Cap Fdmtl Val Inv (BIAUX)
Type
Open-end mutual fund
Manager
Gender equality score
43
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,954 out of 2,538 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Brown Advisory Small-Cap Fundamental Value Fund BIAUX
Environment
Social
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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. Portland General Electric Co2.12% of assets$27.01M invested
- 2. Essential Properties Realty Trust Inc1.75% of assets$22.37M invested
- 3. International Game Technology PLC1.46% of assets$18.63M invested
- 4. Old National Bancorp2.31% of assets$29.49M invested
- 5. IAC Inc Ordinary Shares - New1.64% of assets$20.91M invested
- 6. Pacific Premier Bancorp Inc1.4% of assets$17.88M invested
- 7. Signet Jewelers Ltd2.22% of assets$28.31M invested
- 8. Nomad Foods Ltd3.01% of assets$38.36M invested
- 9. Eastern Bankshares Inc Ordinary Shares2.59% of assets$33.12M invested
- 10. Murphy USA Inc0.66% of assets$8.47M 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. NCR Atleos Corp2.7% of assets$34.46M invested
- 2. Eagle Materials Inc2.94% of assets$37.52M invested
- 3. WSFS Financial Corp1.66% of assets$21.15M invested
- 4. OSI Systems Inc2.22% of assets$28.34M invested
- 5. Oceaneering International Inc1.55% of assets$19.82M invested
- 6. Enpro Inc1.75% of assets$22.36M invested
- 7. Kadant Inc0.44% of assets$5.66M invested
- 8. La-Z-Boy Inc1.2% of assets$15.26M invested
- 9. Albany International Corp1.27% of assets$16.23M invested
- 10. The Bancorp Inc3.05% of assets$38.93M invested
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Financial performance
Performance data provided by
Find more financial data on BIAUX at Morningstar.com
Find more financial data on BIAUX at Morningstar.comGender Equality and Returns
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.
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