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: 878 out of 2,557 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 Inc2.46% of assets$245.43M invested
- 2. Microsoft Corp6.65% of assets$662.72M invested
- 3. Verisk Analytics Inc1.96% of assets$195.07M invested
- 4. Ecolab Inc1.56% of assets$154.97M invested
- 5. GE Aerospace1.92% of assets$191.71M invested
- 6. Intuit Inc4.13% of assets$411.21M invested
- 7. Workday Inc Class A2.18% of assets$217.39M invested
- 8. Airbnb Inc Ordinary Shares - Class A2.26% of assets$224.77M invested
- 9. ServiceNow Inc3.56% of assets$354.81M invested
- 10. Visa Inc Class A4.37% of assets$434.76M 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. The Trade Desk Inc Class A1.32% of assets$131.91M invested
- 2. Marvell Technology Inc4.21% of assets$419.61M invested
- 3. Datadog Inc Class A1.67% of assets$165.96M invested
- 4. KKR & Co Inc Ordinary Shares4.88% of assets$486.26M invested
- 5. Arthur J. Gallagher & Co3.24% of assets$322.39M invested
- 6. Cadence Design Systems Inc2.58% of assets$257M invested
- 7. MSCI Inc1.83% of assets$182.46M invested
- 8. Ares Management Corp Ordinary Shares - Class A2.71% of assets$269.98M invested
- 9. Chipotle Mexican Grill Inc1.85% of assets$184.21M invested
- 10. Monolithic Power Systems Inc2.07% of assets$206.22M invested
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Financial performance
Performance data provided by
Find more financial data on BAFWX at Morningstar.com

Gender 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.
Benchmarking tool
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More from Invest Your Values
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