Brown Advisory Sustainable Growth Fund
Shareclass
Brown Advisory Sustainable Growth Adv (BAWAX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 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: 826 out of 2,548 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 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. Uber Technologies Inc2.91% of assets$262.6M invested
- 2. Ecolab Inc1.87% of assets$169.39M invested
- 3. Intuit Inc4.71% of assets$425.29M invested
- 4. Microsoft Corp6.28% of assets$567.68M invested
- 5. Verisk Analytics Inc2.01% of assets$181.43M invested
- 6. Adobe Inc2.67% of assets$241.41M invested
- 7. Amazon.com Inc5.2% of assets$469.85M invested
- 8. UnitedHealth Group Inc3.93% of assets$355.19M invested
- 9. Visa Inc Class A4.56% of assets$412.27M invested
- 10. ServiceNow Inc3.92% of assets$354.58M 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 Shares2.36% of assets$213.6M invested
- 2. Marvell Technology Inc2.69% of assets$242.79M invested
- 3. IDEXX Laboratories Inc2.36% of assets$213.59M invested
- 4. Blackstone Inc2.5% of assets$225.71M invested
- 5. KKR & Co Inc Ordinary Shares0.88% of assets$79.5M invested
- 6. Arthur J. Gallagher & Co1.64% of assets$148.23M invested
- 7. Cadence Design Systems Inc2.51% of assets$226.74M invested
- 8. MSCI Inc2.76% of assets$249.22M invested
- 9. Chipotle Mexican Grill Inc2.52% of assets$227.79M invested
- 10. Alphabet Inc Class A3.54% of assets$319.62M invested
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Financial performance
Performance data provided byFind more financial data on BAWAX at Morningstar.com
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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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