Brown Advisory Sustainable Growth Fund
Shareclass
Brown Advisory Sustainable Growth Adv (BAWAX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 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: 979 out of 2,516 funds
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Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
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. Autodesk Inc0.72% of assets$58.43M invested
- 2. Ecolab Inc1.9% of assets$155.01M invested
- 3. Microsoft Corp4.94% of assets$402.37M invested
- 4. Uber Technologies Inc1.07% of assets$87.04M invested
- 5. Verisk Analytics Inc3.43% of assets$279.54M invested
- 6. Intuit Inc4.29% of assets$349.55M invested
- 7. UnitedHealth Group Inc4.57% of assets$372.02M invested
- 8. Adobe Inc2.4% of assets$195.7M invested
- 9. Visa Inc Class A4.36% of assets$355.23M invested
- 10. ServiceNow Inc3.53% of assets$288.05M 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 A1.95% of assets$158.83M invested
- 2. Dynatrace Inc Ordinary Shares2.38% of assets$193.94M invested
- 3. Marvell Technology Inc2.55% of assets$208.02M invested
- 4. IDEXX Laboratories Inc2.92% of assets$237.85M invested
- 5. Blackstone Inc2.21% of assets$179.73M invested
- 6. Cadence Design Systems Inc2.78% of assets$226.61M invested
- 7. MSCI Inc2.92% of assets$238.3M invested
- 8. Chipotle Mexican Grill Inc2.26% of assets$183.79M invested
- 9. West Pharmaceutical Services Inc2.41% of assets$196.39M invested
- 10. Alphabet Inc Class A3.98% of assets$324.56M invested
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Financial performance
Performance data provided by
Find more financial data on BAWAX at Morningstar.com

Gender 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.
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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