Brown Advisory Sustainable Growth Fund
Shareclass
Brown Advisory Sustainable Growth I (BAFWX)
Type
Open-end mutual fund
Manager
Gender equality score
54
/ 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: 887 out of 2,550 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
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 Sustainable Growth Fund BAFWX
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. Uber Technologies Inc3.04% of assets$302.07M invested
- 2. Intuit Inc4.53% of assets$449.59M invested
- 3. Microsoft Corp6.98% of assets$692.86M invested
- 4. Verisk Analytics Inc1.91% of assets$189.72M invested
- 5. Ecolab Inc1.93% of assets$191.2M invested
- 6. Atlassian Corp A1.39% of assets$138.19M invested
- 7. Airbnb Inc Ordinary Shares - Class A1.99% of assets$198.02M invested
- 8. ServiceNow Inc4.43% of assets$439.71M invested
- 9. Visa Inc Class A4.01% of assets$398.21M invested
- 10. Amazon.com Inc6.11% of assets$606.88M 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. Dynatrace Inc Ordinary Shares2.24% of assets$222.52M invested
- 2. Marvell Technology Inc3.13% of assets$311.13M invested
- 3. MSCI Inc2.4% of assets$238.08M invested
- 4. KKR & Co Inc Ordinary Shares3.83% of assets$380.48M invested
- 5. Arthur J. Gallagher & Co2.84% of assets$282.26M invested
- 6. Cadence Design Systems Inc2.38% of assets$235.98M invested
- 7. Ares Management Corp Ordinary Shares - Class A1.3% of assets$129.45M invested
- 8. IDEXX Laboratories Inc1.79% of assets$177.57M invested
- 9. KLA Corp2.07% of assets$205.47M invested
- 10. Chipotle Mexican Grill Inc1.92% of assets$190.5M invested
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Financial performance
Performance data provided byFind more financial data on BAFWX at Morningstar.com
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Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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