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: 967 out of 2,534 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
![Invest Your Values](/dist/1304c295b526502a0631d622e2bfd764.jpg)
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 Inc2.85% of assets$274.5M invested
- 2. Ecolab Inc1.87% of assets$180.51M invested
- 3. Intuit Inc4.19% of assets$403.74M invested
- 4. Microsoft Corp6.83% of assets$657.85M invested
- 5. Verisk Analytics Inc1.88% of assets$180.95M invested
- 6. Atlassian Corp A1.78% of assets$170.91M invested
- 7. Workday Inc Class A1.72% of assets$165.92M invested
- 8. Airbnb Inc Ordinary Shares - Class A2% of assets$192.45M invested
- 9. Amazon.com Inc6.01% of assets$578.26M invested
- 10. Visa Inc Class A4.33% of assets$416.66M 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. Blackstone Inc1.67% of assets$161.07M invested
- 2. Dynatrace Inc Ordinary Shares1.89% of assets$181.77M invested
- 3. Marvell Technology Inc3% of assets$289.06M invested
- 4. IDEXX Laboratories Inc2.07% of assets$199.28M invested
- 5. KKR & Co Inc Ordinary Shares2.98% of assets$287.23M invested
- 6. Cadence Design Systems Inc2.38% of assets$228.88M invested
- 7. MSCI Inc2.17% of assets$209.02M invested
- 8. Arthur J. Gallagher & Co2.59% of assets$249.51M invested
- 9. Alphabet Inc Class A4.14% of assets$398.96M invested
- 10. NVIDIA Corp9% of assets$866.02M invested
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Financial performance
Performance data provided by
Find more financial data on BAWAX at Morningstar.com
![Morningstar](/dist/d47b2ab1fd83c0c14882c6012ebd8e48.png)
Gender Equality and Returns
![Returns chart for Brown Advisory Sustainable Growth Fund](https://iyv-charts.s3-us-west-2.amazonaws.com/gef_chartB/FS00009LFB_gef_chartB.png)
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
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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As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
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