Brown Advisory Sustainable Growth Fund

Shareclass
Brown Advisory Sustainable Growth I (BAFWX)
Type
Open-end mutual fund
Sustainability mandate
Gender equality score
Gender equality score

54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
65.3
percentile

Universe: Groups

Group: U.S. Equity Fund

Ranking: 887 out of 2,550 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
0/10
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. Uber Technologies Inc
    3.04% of assets
    $302.07M invested
  • 2. Intuit Inc
    4.53% of assets
    $449.59M invested
  • 3. Microsoft Corp
    6.98% of assets
    $692.86M invested
  • 4. Verisk Analytics Inc
    1.91% of assets
    $189.72M invested
  • 5. Ecolab Inc
    1.93% of assets
    $191.2M invested
  • 6. Atlassian Corp A
    1.39% of assets
    $138.19M invested
  • 7. Airbnb Inc Ordinary Shares - Class A
    1.99% of assets
    $198.02M invested
  • 8. ServiceNow Inc
    4.43% of assets
    $439.71M invested
  • 9. Visa Inc Class A
    4.01% of assets
    $398.21M invested
  • 10. Amazon.com Inc
    6.11% of assets
    $606.88M 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. Dynatrace Inc Ordinary Shares
    2.24% of assets
    $222.52M invested
  • 2. Marvell Technology Inc
    3.13% of assets
    $311.13M invested
  • 3. MSCI Inc
    2.4% of assets
    $238.08M invested
  • 4. KKR & Co Inc Ordinary Shares
    3.83% of assets
    $380.48M invested
  • 5. Arthur J. Gallagher & Co
    2.84% of assets
    $282.26M invested
  • 6. Cadence Design Systems Inc
    2.38% of assets
    $235.98M invested
  • 7. Ares Management Corp Ordinary Shares - Class A
    1.3% of assets
    $129.45M invested
  • 8. IDEXX Laboratories Inc
    1.79% of assets
    $177.57M invested
  • 9. KLA Corp
    2.07% of assets
    $205.47M invested
  • 10. Chipotle Mexican Grill Inc
    1.92% of assets
    $190.5M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on BAFWX at Morningstar.com
Gender Equality and Returns
Returns chart for Brown Advisory Sustainable Growth 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
BAFWX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
3.2% more  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
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
BAFWX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
3.2% more  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
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
BAFWX
Brown Advisory Sustainable Growth Fund
Family
Brown Advisory Funds
Category
Large Growth
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher 10-yr returns 
3.2% more  in annualized returns
Lower overall gender equality score 
1 / 100 points lower
Same gender balance in leadership and workforce score 
0 / 40 points 
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
BAFWX - Brown Advisory Sustainable Growth Fund
34%
7.01%
17%
17%
54  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
36%
12%
16%
13%
55  / 100 points
Fund compared to benchmark
 
-2.25%
-4.88%
0.87%
3.2%
1  / 100 points lower
Find more financial data on BAFWX at Morningstar.com
What's next?
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