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: 857 out of 2,546 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. GE Aerospace1.06% of assets$106.38M invested
- 2. Uber Technologies Inc3.08% of assets$307.71M invested
- 3. Intuit Inc4.4% of assets$439.07M invested
- 4. Microsoft Corp7.11% of assets$710.5M invested
- 5. Verisk Analytics Inc1.85% of assets$184.69M invested
- 6. Ecolab Inc1.91% of assets$191.12M invested
- 7. Airbnb Inc Ordinary Shares - Class A2.32% of assets$232.2M invested
- 8. ServiceNow Inc4.35% of assets$435.07M invested
- 9. Visa Inc Class A3.95% of assets$394.62M invested
- 10. Amazon.com Inc6.31% of assets$630.31M 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 Shares2.34% of assets$234.21M invested
- 2. Marvell Technology Inc3.07% of assets$306.72M invested
- 3. MSCI Inc2% of assets$200.29M invested
- 4. KKR & Co Inc Ordinary Shares3.99% of assets$399.04M invested
- 5. Arthur J. Gallagher & Co2.71% of assets$270.41M invested
- 6. Cadence Design Systems Inc2.35% of assets$234.77M invested
- 7. Ares Management Corp Ordinary Shares - Class A1.99% of assets$198.79M invested
- 8. IDEXX Laboratories Inc1.86% of assets$185.66M invested
- 9. KLA Corp2.13% of assets$213.13M invested
- 10. Chipotle Mexican Grill Inc1.95% of assets$194.96M invested
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Financial performance
Performance data provided byFind more financial data on BAFWX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
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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