Mutual fund
Brown Advisory Sustainable Growth Fund
TickerBAWAX
Fund manager
Gender equality score
50
/ 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: 1,107 out of 2,470 funds
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Groups
Categories
Gender balance in leadership and workforce
25/40
Equal compensation and work life balance
7/30
Policies promoting gender equality
17/20
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 BAWAX
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. Microsoft Corp4.41% of assets$275.59M invested
- 2. Ecolab Inc1.78% of assets$111.11M invested
- 3. Autodesk Inc2.68% of assets$167.23M invested
- 4. Visa Inc Class A5.05% of assets$315.49M invested
- 5. Intuit Inc4.19% of assets$261.63M invested
- 6. Adobe Inc2.36% of assets$147.73M invested
- 7. ServiceNow Inc3.11% of assets$194.22M invested
- 8. UnitedHealth Group Inc4.17% of assets$260.49M invested
- 9. Amazon.com Inc4% of assets$249.94M invested
- 10. Fortive Corp2.23% of assets$139.45M 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. Bio-Rad Laboratories Inc Class A2.57% of assets$160.33M invested
- 2. Blackstone Inc2.18% of assets$136.1M invested
- 3. Dynatrace Inc Ordinary Shares2.06% of assets$128.91M invested
- 4. Cadence Design Systems Inc3.45% of assets$215.84M invested
- 5. Enphase Energy Inc1.1% of assets$68.69M invested
- 6. Marvell Technology Inc2.6% of assets$162.64M invested
- 7. MSCI Inc3.21% of assets$200.31M invested
- 8. Monolithic Power Systems Inc3.02% of assets$188.68M invested
- 9. IDEXX Laboratories Inc3.24% of assets$202.64M invested
- 10. Chipotle Mexican Grill Inc2.42% of assets$151.47M invested
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Financial performance
Performance data provided by
Find more financial data on BAWAX at Morningstar.com
Find more financial data on BAWAX at Morningstar.comGender Equality and Returns
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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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